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

To: Jim Mullens who wrote (36812)	9/4/2003 11:35:50 PM
From: brational	Read Replies (1) \| Respond to of 196368

TXN chipset competition Jim-- thanks for taking the time to summarize the SG presentation and Q&A. Did Tony mention anything about the TI lawsuit, or did anyone ask him about it?

To: Jim Mullens who wrote (36812)	9/5/2003 5:31:57 AM
From: quartersawyer	Respond to of 196368

Italy runs out of 3G phones Reuters September 03, 2003, 10:20 BST news.zdnet.co.uk The only company selling 3G mobile services in Italy says it has temporarily run out of handsets, as Italians snap up the new technology Italy's lone third-generation mobile group has run out of handsets six months after launch, but the Hutchison Whampoa-controlled start-up says it is on track for a first-year sales target of one million phones. Vincenzo Novari, the chief executive of 3 Italia, said 1.5 million high-tech videophones were en route to replenish reserves, and that the 3G phones' technical glitches, a big concern for consumers, were now "80 percent resolved". "Our stores are out of stock and they will remain that way until the end of September," Novari told Reuters in a telephone interview. "If we'd had 500,000 handsets, we would have had 500,000 clients." But 3 Italia, which has won around 300,000 clients in Italy since its launch in March, expects manufacturers Motorola and NEC to ship the fresh batch of phones by the end of the month. 3 Italia is one of nine 3G ventures dotted around the globe that are controlled by Asia's richest businessman Li Ka-shing. His Hong Kong-based conglomerate Hutchison, which has gambled $16.7bn (£10.63bn) on the success of 3G, reiterated last month that 3 Italia would sell one million phones by year-end. Novari said the sales target was in fact set for March 2004 -- one year after its launch. But he added that the group was trying to meet it by the end of the calendar year. Sales drive Along with its British sister 3 UK, 3 Italia was first in Europe to sell multimedia 3G phones, stealing a march on established rivals such as market leader Vodafone or Telecom Italia Mobile, which only plan to follow suit later this year. Novari said that despite 3 Italia's push to accumulate clients, the company did not plan to copy the kind of aggressive tariff cuts carried out by 3 UK. "The markets are different. It was an intelligent strategy in England," said Novari, who also sits on the board of 3 UK. "I believe that in Italy that kind of move won't be necessary." While British clients wanted good services from their phones, Italians -- whose love of gadgets and high disposable incomes made them pioneers in mobile phone ownership -- were more interested in the quality of the hardware, he said. That meant 3 Italia, which aims to turn in positive earnings before interest, tax, depreciation and amortisation in 2005, did not have to offer subsidies on the price of phones to encourage consumers to buy them. The new Motorola A835 and NEC 616 handsets going on sale in Italy from end-September will be priced at about 500 euros (about £345), Novari said. And by next year, 3 Italia plans to expand its manufacturer base and sell phones made by other handset suppliers, Novari said. But he declined to give details. 3 Italia is also planning a "revolutionary" move involving a rejig of the way it structures its package offers from early October, which would help the company to meet its targets. "It's a commercial project that redefines all our offer structure, making it more appealing to clients and more profitable for us," he said, declining to give further details. 3 Italia said its customers were changing from early 3G clients, who tended to be technology buffs. New subscribers included those living in southern Italy, who wanted to remain in video contact with relatives migrating to the north to work. ------------------------------------------- interesting to see reuters beginning to beat the drum on the other side. Sarin priming the Vodafone shareholders? 6 cents/share royalties on the new order.