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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 (31462)	1/21/2003 8:31:21 AM
From: foundation	Read Replies (1) \| Respond to of 197054

Portugal cancels OniWay UMTS license 09:03 Tuesday January 21, 2003, Telecom.paper Portugal's Ministry of Economical Affairs has cancelled the 3G license which was awarded to OniWay, Cellular News reported. The Ministry will split up the spectrum and award it to the three othe license holders in the country: TMN (Portugal Telecom), Vodafone Telecel and Optimus. OniWay has withdrawn itself from the Portuguese mobile market as it was not able to keep up with the requirements concerning the roll out of the UMTS network. Telenor, one of the shareholders in OniWay, has opposed the Ministry's dicision. telecom.paper.nl

To: foundation who wrote (31462)	1/21/2003 9:38:50 AM
From: Jim Mullens	Respond to of 197054

Ben, Regarding the China Handset article and these statements- >>> Wang estimated there will be 50 million to 60 million new mobile subscribers in China this year. About 50 million users are expected to replace their handsets, he said. <<< Unicom is targeting 13 to 14 million new CDMA subs. With 50 million replacement/ upgrades a rather sizable market may be developing for the MSM6300 (GSM/GPRS- CDMA2000 1X) equipped handsets which will offer roaming on all GSM and CDMA networks. Why not have one phone that can DO IT ALL? And, for Unicom to support GSM1X when their GSM networks are upgraded!!! Hope the handset vendors can start shipping in volumes before mid 2003, so Qualcomm can capture at least 20% of the 50 million. Another 10 million in addition to the 14 million CDMA handsets for the new subs would suit me just fine.

To: foundation who wrote (31462)	1/21/2003 10:33:58 AM
From: Ramsey Su	Read Replies (1) \| Respond to of 197054

Ben, your post is a translation of one of the articles on over capacity. Here is another one that I hope would be translated in a few days since it is too long for me to do it. it.sohu.com Highlight: "Telecom vendors are banging the WCDMA drum, hoping it can play the role of savior. However, the 2003 show organized by the big 5 looks more like another dress rehearsal ...... ..... Jan 15, at the WCDMA China conference, the most important player, CHINA MOBILE, was a no show. In attendance cheerleading WCDMA were the vendors: ERICY, Huawei, NEC, Nokia and Siemens." (this seems to be the wcdma promo theme for the indefinite future, pumped by ERICY in this article) "WCDMA is the global 3G standard. There are 112 WCDMA licenses, 95% of all 3G licenses. Within a few years, GSM/WCDMA subs would represent 80% of the global wireless market."