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

To: John Biddle who wrote (32675)	2/20/2003 7:25:36 AM
From: John Biddle	Respond to of 196845

USB On-the-Go builds momentum against Bluetooth 11:37 Thursday 20th February 2003 Richard Shim, CNET News.com news.zdnet.co.uk With a Motorola licensing deal, the wireless cable-replacement technology has gained significant ammunition against its rivals Emerging connectivity technology USB On-the-Go is gradually becoming the de facto wired standard, gaining more momentum from a licensing deal with chipmaker Motorola. More than 1.3 billion devices in the market have ports for USB, which became a widely used connectivity technology when Intel integrated it into its chipsets in 1998. TransDimension is looking to make USB On-the-Go as prevalent in mobile devices as USB is in PCs and PC peripherals by striking licensing deals with manufacturers whose chipsets are used in portable devices. TransDimension's latest partner is Motorola, which signed a licensing deal on Tuesday. Irvine, California-based TransDimension has also signed Qualcomm and ATI to deals as well. Clie handheld maker Sony Electronics signed a deal with USB On-the-Go chip maker Philips Semiconductor in late January. The deal with Motorola is "fairly broad", said David Murray, a vice president of marketing at TransDimension. Murray declined to say how long or how much the deal was worth, but did say the first devices from Motorola to have built-in USB On-the-Go technology would appear in the fourth quarter this year or first quarter next year. USB On-the-Go is a supplement and compatible with the USB 2.0 specification and allows portable devices to connect to PCs and PC peripherals with USB ports. Portable devices with USB On-the-Go technology can transfer data directly to a peripheral without first having to connect to a PC. USB On-the-Go has been in development for some time, but it has attracted interest from manufacturers as developers such as TransDimension, Philips and Texas Instruments finish writing drivers that smooth the means of communications between portable devices. "All the building blocks are getting into place for wide adoption of USB On-the-Go," said Murray. Other technologies, such as Bluetooth and Wi-Fi, are formidable competitors and have the added benefit of being wireless, but USB On-the-Go uses less power, is less expensive for developers and is currently more widely used than its rivals.

To: John Biddle who wrote (32675)	2/20/2003 9:21:22 AM
From: waitwatchwander	Respond to of 196845

UMTS trials crucial to Lucent's 3G strategy eetuk.com By John Walko CommsDesign.com 20 February 2003 (1:23 p.m. GMT) CANNES — Lucent Technologies is belatedly starting trials of its W-CDMA technology aimed at enterprises with Spanish mobile operator Telefonica Moviles, the outcome of which could prove vital to the business case it is following in Europe and later take to the US and Asia, as well as its switching technology and applications partnerships. "It's fair to say we have had delays to the trials in Madrid, for a variety of reasons, but we have now extended the user base to five enterprises and applications will start being evaluated next month," Bruce Dale, vice president UMTS/W-CDMA product and offer realization told CommsDesign.com here at the 3GSM show. The only company signed up Dale is able to name is systems integrator and consultancy group Accenture, the others being in the financial services and consultancy sector. He said the numbers planning to participate will depend on the business enterprises, "but the UMTS infrastructure we have supplied to Moviles can handle many thousands." Dale is adamant Lucent's approach of targeting enterprises first with 3G and carrying out trials with network operators—it is also about to start a similar scale pilot in the Nuremberg region, Germany in conjunction with T-Mobile—is the right business case. "Every new wireless service started with the enterprise sector, including GSM (2G) and the high bit rate UMTS service is perhaps even more suited for business users...who tend to be the early adapters," he said. Those participating will have access to secure services at 384 kbit/s that they can access via wireless PC card modems in their laptops. The cards are being made by Belgian company Option and San Diego, US based Novatel Wireless, which announced at the show that it too has signed a deal with Lucent to provide the PCMCIA card for 3G applications. The trials are crucial for Lucent's prospects with its UMTS gear, since none of the established European mobile operators and 3G license holders uses its technology, and most are moving from GSM to UMTS with their established suppliers, mainly Ericsson, Alcatel, Nokia or Siemens. "It is vital for us to get a foothold in the market with our UMTS solution, and this year will prove crucial for us, and the rest of the industry. We are confident these two trials will prove the case for 3G with the enterprises, and with two of the largest mobile network operators that are planning to roll out UMTS," said Dale. The Mobility Group which develops and make wireless infrastructure now represents over half the turnover at Lucent, which has over the past 18 months divested many of its other operations, including components. "We are aware we need to offer something different, and we are confident our approach for high speed data is superior—no other vendor can do what we can," he added. Bill Armstrong, Director of Advanced Mobility Technologies at Lucent, stressed the importance of the security aspects and firewalls built into the network the company has provided to Moviles and T-Mobile. "Security is probably as important to all this as providing fast access. Applications will also have to be robust and we are encouraging the enterprises participating to try new business applications in addition to their existing ones." Aside from the technical issues, proving the business case to the operators will be Lucent's biggest challenge. Without convincing them that they can generate significant revenues from the big business users, Lucent will find breaking into the UMTS business a very difficult one.

To: John Biddle who wrote (32675)	2/20/2003 10:59:24 AM
From: foundation	Read Replies (1) \| Respond to of 196845

re: Telecom Makers Moving EDGE Technology ========== There are interesting, though no doubt unwelcome, repercussions to this high-stakes gambit by 3GSM vendors to fill the wCDMA void that they indeed created... They're trying to straddle a sharp fence, suggesting that wCDMA is "here and economically viable" - yet there's plenty of time for an interim upgrade - that for Europe will necessitate new hardware for legacy networks. And while wCDMA is "here and economically viable", it's really only so in primary urban areas (where, coincidentally, carriers must install infrastructure to meet minimum license requirements)... leaving carriers to wonder what to do with the rest of their expensive wCDMA-dedicated spectrum. And while Europe may swallow hard and bear the contradictions... China is watching... China is watching the 3GSM vendors - who tell them that wCDMA is "here and economically viable" - push yet another GSM upgrade... as Euro carriers delay commercial 3G launches. And ironically, they're pushing an upgrade that analysts label behind wCDMA in development. China Telecom and Netcom watch all of this as they select technology for imminent 3G licenses. China Mobile can only be stunned. This pig in the poke - this handset hidden in the pocket - is not the one that they were promised.