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

To: slacker711 who wrote (34013)	4/9/2003 2:48:39 PM
From: Eric L	Respond to of 197001

Sanyo V-SA701 with MSM5200 at J-Phone slacker, Ya scooped me. I was about to tell you ... Some good news....the V-SA701 is now available from J-Phone. This is the first commercial W-CDMA handset based on a Qualcomm chipset. I believe that it is the MSM5200 since no GSM service is offered. I just went up to check (on the Nokia 6650) as a result of the following blurb that just arrived in my Inbox: >> W-CDMA Gains Momentum in Japan 09 April 2003 -- PMN -- Customers are subscribing to W-CDMA 3G services in Japan at an increasing rate, with both J-Phone and NTT DoCoMo reporting sharply higher adoption over the last two months. J-Phone added 15,300 customers in March, while DoCoMo's FOMA subscriber numbers grew by 138,400. The combined number of W-CDMA additions still falls far short of the 914,100 increase KDDI saw on its CDMA2000 network. However, the number of W-CDMA subscribers added last month increased three-fold at both J-Phone and DoCoMo, showing continued improvement from the second half of 2002 when monthly additions were only a few thousand. J-Phone is marketing the Nokia 6650, a tri-mode GSM/GPRS/W-CDMA handset, as part of its Vodafone Global Standard service. It promotes the ability to roam internationally as one of the key features of the handset. DoCoMo, in contrast, has introduced a new range of dual-mode handsets with the ability to roam on existing PDC infrastructure when out of W-CDMA coverage. The handsets have improved battery life and are lighter and better specified than the original FOMA devices. The sharp increase last month helped DoCoMo to meet its March 2003 target of 320,000 FOMA users. DoCoMo had previously lowered the target from 1.3m users. << - Eric -

To: slacker711 who wrote (34013)	4/9/2003 3:08:17 PM
From: Eric L	Read Replies (1) \| Respond to of 197001

Wireless in South Korea >> Wireless in South Korea 7 April 2003 eMarketeer emarketer.com DowJones Newswires reported last week that SK Telecom, South Korea's largest wireless operator, added over 100,000 subscribers last month, bringing its total subscriber base up to 17.6 million. IDC projected in 2002 that there would be 29.5 million mobile phone subscribers in the country by the end of this year. According to an article on the DowJones Newswires, SK Telecom, South Korea's largest wireless operator, added 131,596 subscribers in March 2003 to reach 17.6 million total wireless subscribers as of the end of the month. Based on company reports, DowJones also notes that SK Telecom claims 54% of the wireless market in the country. KTF Co. claims 32% and has 10.4 million wireless subscribers as of the end of last month. [LG Telecom had 4.8 million subs for 15% of the market] [Chart: Korea CAGR = 3% for 2000-2005] Last year, IDC projected that there would be 29.5 million mobile phone subscribers in South Korea by the end of this year, a total that would grow to 30.6 million by the end of 2005. In 2002, A.T. Kearney and the Judge Institute of Management Studies reported that 39% of mobile phone owners in Asia had Internet-enabled phones. In Korea, only 6% of those people with Net-enabled phones had actually gone online at some point with their mobile phones. [This compares to 83% in Japan, 40% in the US, 37% in Hong Kong, 30% in UK: see chart at link]. - Eric -