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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: foundation who wrote (25984)	8/23/2002 8:56:58 AM
From: foundation	Read Replies (2) \| Respond to of 196694

Vodafone Unable To Launch Portuguese 3G (23/08/2002, BWCS Staff) Vodafone has stated that it will not be able to meet the January 2003 launch deadline for 3G services in Portugal. The mobile group has blamed a lack of 3G technology availability and stability for its decision to delay the introduction of UMTS. According to the AFX newswire Vodafone is not alone as national PTO Portugal Telecom is also reported to be seeking a postponement of the commercial 3G launch deadline. Vodafone, Portugal Telecom and the two other 3G licensees, OniWay and Optimus, have been given a fortnight by the Portuguese telecoms regulator ANACOM to present reports on the status of their 3G rollouts. All four operators have committed to invest Esc180 billion in their UMTS networks prior to launch. It is widely expected that the regulator will be forced to push back the 3G launch deadline by at least six months. In a further indication of how far behind schedule it is, Vodafone has stated that it will have UMTS trials up and running in Portugal during the first half of 2003. In the past few weeks there has been a steady stream of announcements from European 3G operators regarding launch delays, licence amendments and in the case of Telefonica and Sonera, a full withdrawal from non-domestic 3G ventures. In the new period of openness concerning 3G doubts are also surfacing from vendors about the status of 3G technology. Earlier this week Scott McGregor, the CEO of Philips Semiconductors, was reported as saying that there were still major concerns over battery life in 3G handsets. McGregor also stated that he felt a converged GRPS/W-LAN offering could render 3G redundant. Further information on the convergence between W-LANs and cellular services can be found in the brand new BWCS report Wireless LANs At the Edge: Unlocking Corporate Mobile Data Revenues. bwcs.com

To: foundation who wrote (25984)	8/23/2002 8:45:12 PM
From: Maurice Winn	Respond to of 196694

What the heck? <Fok said Hutchison would sell 3G handsets for roughly HK$15,000 ($1,923) in Hong Kong, where it is the dominant 2G operator, and less than half of that in the United Kingdom, where the phones will be sold near cost.> Well, this gets very, very interesting. NEC and Motorola as handset makers. NEC is a licensee and so is Motorola, but Motorola has a no-royalty licence for pre-1995 QUALCOMM patents [I think that's the deal]. $900 at 5% royalty = $45, which is a pretty good profit. QUALCOMM did say they were going to establish an upper limit for royalties, but I haven't seen what the upper limit is [or can't recall it]. Now, suppose QUALCOMM becomes the champion producer of W-CDMA ASICs for handsets, that'll be an added bonus. QUALCOMM has a pretty good technology profile including gpsOne, radioOne and BREW which might make their technology most attractive. No wonder the main thing Irwin Jacobs worried about with W-CDMA was it being delayed. I wonder if Motorola has to pay royalties on W-CDMA for the Hutchison cyberphones. Mqurice