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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 (30562)	12/31/2002 8:12:09 AM
From: foundation	Read Replies (1) \| Respond to of 196546

Hutchison delay 3G launch until March... Headline only - requires $$ registration at Mad.co.uk Though it's consistent with other comments I've heard... that they'll try a launch next on 3/03/03... By all appearances, the best they can do today is have models drag TVs around London on leashes... 3g.co.uk Li Ka-Shing must be livid. LOL! 3gnewsroom.com

To: foundation who wrote (30562)	12/31/2002 1:31:16 PM
From: cfoe	Read Replies (2) \| Respond to of 196546

Korea's telecom operators, handset makers try to balance views on CDMA and GSM The country has been heavily dependent on CDMA technology, which was developed by U.S.-based Qualcomm Inc., and to whom Korean mobile carriers pay royalties and licensing fees to. GSM technology, however, is widely favored by European countries. Doesn't Samsung have to pay royalties to someone(s) for the use of GSM technology? Does anyone know what royalty percentage that is?

To: foundation who wrote (30562)	12/31/2002 3:29:21 PM
From: Jim Mullens	Respond to of 196546

Time for another Open letter to- (insight@koreaherald.co.kr) regarding 2003.01.01 article by Sung-jin “Korea's telecom operators, handset makers try to balance views on CDMA and GSM.” Good Morning- the following statements in the subject article caught my attention and I would appreciate response to the questions asked. 1. “The country has been heavily dependent on CDMA technology, which was developed by U.S.-based Qualcomm Inc., and to whom Korean mobile carriers pay royalties and licensing fees to. GSM technology, however, is widely favored by European countries. “<<< It is my understanding that GSM handset manufactures that are not a party to the original cross-licensing agreements (NOK, MOT, ERICY, etc) pay royalties up to 29%. It has been reported that Samsung pays a GSM royalty rate of 20%, considerably higher than the approximate 5% on CDMA phones. Perhaps your author could provide your readers some insight on this matter? 2. “It is time, however, for the government to shed its CDMA-oriented image, analysts said. “<<< Perhaps your author could provide the names and background info of these “analysts”? 3. “Some critics called the information ministry officials "CDMA Mafias," poking a fun at the excessive enthusiasm expressed by some government officials when it comes to CDMA service and their belief in its superiority and infallibility.” <<<< Again, perhaps your author could provide the names and background info of these “analysts”? Perhaps your author could provide documentation showing where the "GSM version of 3G" (WCDMA-UTMS) is superior to 3G CDMA and where the "GSM version of 3G" is currently commercially deployed and operational to any degree comparable with that enjoyed by the Korean populace? 4. “Telecom firms were asked to accompany government officials for such CDMA road shows, regardless of whether they backed the technology or not. “<<<< Again, names and background info the telecom firms referred to would be most helpful. 5. “Samsung Electronics, the world's third-largest handset maker, is estimated to have sold about 42 million handsets worldwide in 2002. The portion of GSM phones accounted for 55-60 percent, while CDMA models carved out a 40-45 percent share. “ “In the year to end-November last year, Samsung sold 8.1 million CDMA handsets in the domestic market. But its export of CDMA handsets outside of Korea and the United States is less than 1 million units, suggesting that CDMA handsets are largely targeted at the domestic market.” <<< Perhaps your author could rework the math in these statements- ……Samsung handset sales- 42 million ……Samsung CDMA handset sales at 42.5%- 17.9 million ……Samsung Domestic CDMA handset sales- 8.1 million ……Samsung exported CDMA handset sales- 9.8 million. How credible then is the author’s statement “..suggesting that CDMA handsets are largely targeted at the domestic market” ? 6. “Although Korea has sophisticated CDMA systems, major equipment makers are virtually blocked from entering the CDMA equipment market of the United States. Sprint PCS and Verizon Wireless are expanding their cdma2000 1x services and preparing for EV-DO services. But they are allocating CDMA equipment orders to Motorola, Lucent, Nortel Networks and other North American players, while excluding Korean manufacturers. "<<< Your author appears to be implying that Korean CDMA vendors have been “virtually blocked” from selling in the U.S. market and that U.S. carriers some how “allocate” contracts to U.S. companies rather than base their vendor decisions on open contract bids. I seem to recall that many European firms (Nokia, Ericy, etc) supply infrastructure to the U.S. wireless carriers and that many Korean vendors export handsets to the U.S. also. It would be helpful if your author would provide documentation to support the contention that “major equipment manufactures are virtually blocked from entering the CDMA equipment market of the United States” and that U.S. carriers are “allocating CDMA equipment orders” . Thanks for your time- Jim Mullens (U.S. Army formerly stationed in S. Korea)