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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 (32072)	2/6/2003 7:35:02 AM
From: foundation	Read Replies (1) \| Respond to of 197231

SK Telecom Treads Cautiously With W-CDMA (06/02/03, BWCS staff) South Korea’s biggest mobile operator, SK Telecom has indicated that it will not be investing heavily in W-CDMA until there is sufficient demand for the service. In outlining SK Telecom’s capital investment plans for 2003 the company’s CEO Pyo Moon Soo said that spending on W-CDMA infrastructure would be governed by expected return on investment. Specifically Pyo said that the company will be looking at the general availability and adoption of W-CDMA handsets as an indicator of demand for the IMT-2000 service. Although it isn’t lumbered with the huge licence fees paid by European 3G operators SK Telecom was hit by a surprise fall in revenues in the fourth quarter of 2002. As a result the company has put its planned 520 billion won investment in W-CDMA on the back burner. Back in November the Korean operator said it would choose a W-CDMA vendor in early 2003 with a service launch pencilled in towards the end of the year. Last month South Korea’s second largest mobile operator, KT, was reported to be planning to postpone its planned launch of W-CDMA services. The company had been expected to begin operations on its W-CDMA network in June of this year but this could now be delayed by up to ten months. Both KT and SK Telecom have already built up a strong following for their 3G cdma2000 1XRTT and EV-DO services and ensuring smooth interoperability between these and W-CDMA will be another crucial issue in determining when the latter is introduced commercially. bwcs.com

To: foundation who wrote (32072)	2/8/2003 11:48:06 AM
From: waitwatchwander	Read Replies (1) \| Respond to of 197231

Peterburg delays publishing Cellcom’s UMTS network request for proposal globes.co.il The request for proposal was scheduled for January. Efi Landau 6 Feb 03 18:49 Cellcom president and CEO Yitzhak Peterburg has ordered that the publication of the request for proposal (RFP) to buy and set up the company’s 3G UMTS network be postponed and the subject reevaluated. Sources inform “Globes” that the tender was scheduled to have been published in January. Peterburg postponed publication when he took up his post and called for meetings of Cellcom’s strategic teams. Partner Communications (Nasdaq: PTNR; TASE:PTNR; LSE:PCCD), published a 3G tender six months ago, and is now studying bids by Ericsson (Nasdaq:ERICY), Nokia (NYSE:NOK), Nortel Networks (Nasdaq:NT) and Siemens (NYSE:SI; XETRA:SIE) - NEC (NYSE:NIPNY; LSE:NEC: XETRA:NIPN) consortium. Cellcom planned to send its RFP to Nokia, Ericsson and Nortel. A Cellcom executive told “Globes”, “We are preparing the tender in a way that when the bids arrive, we can immediately begin comparisons and selection. It’s very hard to analyze proposals from such sophisticated and experienced companies. We want the best equipment at the best price.” Another source said if the government won’t allow the cellular companies to set up a joint 3G infrastructure, Partner would set one up, with all attendant applications, before Cellcom. Cellcom’s spokesperson said, “The entire global market is reevaluating UMTS in light of changing market conditions and the difficulty in preparing an economic model. Cellcom is also studying economic models and business plans. Cellcom’s tender is ready and the decision to publish it is related to the proper economic model and study of the economic conditions in Israel.” Published by Globes [online] - www.globes.co.il - on February 6, 2003