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Technology Stocks : 3G Wireless: Coming Soon or Here Now? -- Ignore unavailable to you. Want to Upgrade?


To: quartersawyer who wrote (443)5/26/2005 12:33:57 PM
From: Eric L  Read Replies (1) | Respond to of 666
 
Standards, IP, and Innovation ...

chapq,

<< More exhaustive treatises than this one are clear that the creation of patentable stuff is very much in the public interest. Making a s**tload of money occasionally drives men to create terrific things for society. >>

The attempt to make a "s**tload of money" in the market also seems to affect ones judgment on this matter [and I'm not opposed to doing that, witness some equities I hold].

I'm sure you can find treatises that support that thesis, but as matter of fact, the body of literature on the subject generated in the last 15 years is NOT CLEAR on that, and is becoming increasingly cloudy. Until the end of the last decade most economists were in general agreement that the net effect of patent systems was positive. In the main, the best and most exhaustive more recent treatises, dissertations, case studies, and books on the subject of standards and IPR examine the utilities of IPR on standards from many perspectives and evaluate both the mechanics and the uses and abuses of IPR and the pros and cons of the impact of IP on innovation in great detail.

Rudi Bekkers who has written extensively on the standardization of 2nd and 3rd generation mobile wireless telephony recently commented on that here:

tinyurl.com

This is a statement made earlier this year by the SVP for Technology and Intellectual Property of a company that holds one of the largest and most valuable patent portfolios in the world when they donated 500 patents to the open source community:

"True innovation leadership is about more than just the numbers of patents granted. It's about innovating to benefit customers, partners and society Continuing IBM's legacy of leadership in the strategic use of intellectual property, our pledge today is the beginning of a new era in how IBM will manage intellectual property to benefit our partners and clients. Unlike the preceding industrial economy, the innovation economy requires that intellectual property be deployed for more than just providing the owner with freedom of action and income generation." - John Kelly, IBM SVP for Technology and Intellectual Property, 1/15/2005 -

vnunet.com

I should add that while I didn't realize it when I 1st linked it, the Goodman and Myers study may well be the "Nokia-backed research" on the subject that was alluded to in press reports about Informa Telecoms and Media's (3G Mobile/Mobile Handset Analyst) research report, since I had assumed a UK based consultancy specializing in IP might have been utilized by Nokia. The timing would be about right since the study was presented mid-March at IEEE Infocomm 2005 and Slacker pointed out to me elsewhere that Fairfield Resources International which employs former IBMer Dr. Robert Myers, the studies co-author, lists Nokia as a client, and their principle offices in Stamford are very close to Nokia's new US headquarters in Westchester where Nokia's CFO and head of their Enterprise Solutions Group which works closely with IBM (also just up the road) are stationed:

frlicense.com

frlicense.com

<< This one is crap. >>

You are certainly entitled to your opinion, but absolutely nothing you have yet stated on this board, on that subject, remotely backs that up in my estimation. To the contrary and in my estimation what you call "crap" includes some rather valuable and up to date high-level information for those that follow 3rd Generation wireless -- regardless of whether or not you (or I) subscribe the study's thesis.

<< If it were all up to self-serving immense entrenched institutions and corporations to gather IPR to trade or distribute among members of standards organizations as they see fit, the public interest would be served badly. >>

Once again, you are perfectly entitled to that opinion -- but let us make perfectly clear that your opinion is not universally shared.

The Goodman and Myers slide set and text document I formerly listed separately are listed together here:

dawn.cs.umbc.edu

3gworldguide.com

This article written by Makoto Kijima and Tsuyoshi Takeda for the NTT DoCoMo Technical Journal in June 2003 presents DoCoMo's view on the subject and their rationale supporting the 3G Patent Platform which Nokia, Ericsson, Motorola, and QUALCOMM elected not to join after several participated in some early organizational efforts that led to its creation:

tinyurl.com

I mentioned Rudi Bekkers above. One of the staples in my library is this book by Bekkers which although not it main focus, discusses IP as a backdrop to the overall open standards generation process for access technologies:

tinyurl.com

Best,

- Eric -



To: quartersawyer who wrote (443)5/29/2005 2:19:26 PM
From: Eric L  Read Replies (1) | Respond to of 666
 
3G Vodafone live!

Flashing back to November when we should have probably celebrated UMTS (WCDMA) Over the Hump Week, and the text below was written then but never posted ...

3G Vodafone live! is Live ....

... in 13 Countries, Austria, France, Germany, Greece, Ireland, Italy, Japan, the Netherlands, Portugal, Spain, Sweden, Switzerland and the UK, ...

... with a menu of 10 "commercially acceptable" UIM enabled multitasking multimedia mobile handsets from 6 manufacturers that are capable of international roaming and seamless handover of voice and data from 2G/2.5G GSM GPRS to WCDMA to GSM GPRS in 3, 4, or 5, frequency bands depending on the terminal.

Additional countries will be brought on stream in 2005 [like New Zealand launching shortly].

Vodafone becomes the second 'global' carrier to do a full scale commercial launch of 3GSM UMTS (WCDMA), following Hutchinson Whampoa's '3.'

With 140 million subscribers today, Vodafone's target is 10 million third-generation UMTS/WCDMA mobile phone customers by March 2006.

There will be speed bumps. Vodafone's 3G coverage is still sparse, and the next year will see fill-in as well as network expansion, overall network optimization, expansion of '3G services' offered, and some experimentation with price plans. There will be some debugging and flashing of existing handsets, some of which will perform better than others, and some vendors will be able to ramp production quicker than others. Overall performance of the network, of services, of handsets, and the handset range, can be expected to be much improved at this time next year.

Despite that, this is a promising beginning, and in coming months we will see the soft launches of T-Mobile, TIM, O2, Orange, Telia Sonera, and others become full scale commercial launches as well.

One year ago, we could not necessarily predict that UMTS (WCDMA) technology maturity would be where it is at today, and the overriding issues were intermodal/interfrequency handover which has significant network side dependencies, and that there would be a broad menu of commercially acceptable handsets from multiple suppliers. Overall wireless sector sentiment as a result was still neutral to bearish, and we really did not see that sentiment change until February 2004 when the 3GSM World Congress was held in Cannes. The year before, the atmosphere in Cannes was gloomy to the point of depression. The mood was cautiously optimistic this year, and next year it should be even more optimistic and upbeat. At CeBIT in Hannover last March a few new UMTS/WCDMA handsets were announced, but the majority were GPRS/EDGE. This year should be markedly different. We should see many announcements of models that will ship H2 2005.

UMTS/WCDMA is now commercially live on 50 networks in 24 countries with 9 additional precommercial networks coming live and 66 more licensed and in planning stages, with 13 manufacturers already delivering handsets and several others delivering data cards. WCDMA crossed the 10 million subscriber milestone in September, although at that time 65% of those subscribers were on NTT DoCoMo's FOMA network.

Meaningful milestones will be reached when the FOMA network becomes fully 3GPP compliant in early 2005 and when the collective subscribers of 'other' UMTS/WCDMA networks exceed FOMA subscribers which should themselves number over 10 million by the end of Q1 2005.

After observing this digital mobile wireless drama unfold over the last decade, starting with the FCC PCS auctions here in the States just 10 short years ago this month, 10 years after Vodafone first launched mobile wireless services in the UK, and just 12 years after the first digital wireless network launched in Germany, I am amazed at how far digital mobile wireless telephony has come, in what is really a remarkably short time span.

We have been watching the bowling pins fall and while we are nowhere close to a cdma based Global 3G (G3G) voice and multimedia mass market, I think it is safe to say that 3G UMTS/WCDMA made it over the first hump on November 10, 2004 with the 3G Vodafone live! commercial launch and the expansion of Hutchinson Whampoa's '3' handset lineup to 12 models.

The 3G UMTS/WCDMA Chasm Crossing:

* January 1998: ETSI chose WCDMA as the primary access mode of UMTS

* December 1998: 3GPP was formed and began standardization of UMTS/WCDMA

* October 2001: Non-3GPP compliant WCDMA was commercially launched in Japan (FOMA) in October 2001

* June 2002: The Open Mobile Alliance (OMA) was formed to facilitate the standardization of uniform 2.5G/3G mobile wireless data services enablers based on open standards irrespective of G3G platform technology.

* March 2003: UMTS/WCDMA became commercially available in Europe ('3').

* UMTS/WCDMA became commercially available in Australia ('3') in April 2003.

* July 2004: UMTS/WCDMA became commercially available in the USA (AWS)

* September 2004: WCDMA crosses the 10 million subscriber milestone

* October 2004: UMTS/WCDMA is commercially live on 50 networks in 24 countries with 9 additional precommercial networks coming live and 66 more licensed and in planning stages, with 13 manufacturers delivering handsets and several others delivering data cards.

Into the G3G Tornado ...

... starting in the Bowling Alley:

* November 2004: Vodafone commercially launches 3G UMTS/WCDMA Vodafone Live! multimedia services and multimedia handsets in 13 countries in Europe and Asia.

* December 2004: 3G UMTS/WCDMA soft commercial launches with "commercially acceptable" handsets are scheduled by T-Mobile, TIM, O2, Orange, and Telia Sonera, and other carriers on networks that are already commercially live.

* December 2004: ~25 million WCDMA and UMTS handsets will have delivered to channels, with ~20 million delivering in 2004.

* 2005: UMTS/WCDMA Network expansion and optimization across Europe, Asia, and the USA with 20 to 30 additional commercial network launches.

* 2005: Trialing of HSDPA will commence in Europe and Japan

* H2 2005: Multiple models of fully type approved multimedia handsets available from each of the major handset manufacturers will be available for next years peak selling season.

* 2005: Between 40 to 50 million UMTS (WCDMA) are forecast to deliver into channels and over 50 million subscribers will be on board.

* 2006: HSDPA will commercially launch as a complement to WCDMA and HSUPA (EUL will trial).

* 2006: The first ARM11 powered multi-engine processor driven handsets with integrated modem and applications processors will launch commercially but concurrently the average wholesale ASP of UMTS handsets will probably drop below $300.

* 2006: 80 to 100 million UMTS (WCDMA) should deliver into channels and subscribers should top 100 million.

It should also be noted that since the initial commercial availability of CDMA2000. IS-856 1xEV-DO handsets became available in Korea in August 2002, and in Japan in November 2003:

* CDMA2000 1xRTT which once was called an interim step to '3G' by Qualcomm and CDG but which some now call '3G' has passed the 130 million subscriber mark.

* 16 1xEV-DO commercial networks using 1xRTT for voice (and data) have commercially launched and 14 1xEV-DO networks are scheduled to be deployed.

* 3G 1xEV-DO subscribers reached 8.3 billion in September 2004

* 3G 1xEV-DO subscribers should cross the 10 million barrier in December 2004 or shortly thereafter.

* H1 2005: 3G 1xEV-DO handsets will become available outside of Korea and Japan

* 2005: Between 14 to 18 million 1xEV-DO handsets and/or data cards are forecast to deliver into channels in 2005.

* 2005: Trialing of 1xEV-DO Release A will commence in Korea and the USA in late 2005 or early 2006 and be commercial outside Korea by 2007.

More on Big Red's Launch ...

Presentation slides from Vodafone's 3G launch ...

213.219.8.102

213.219.8.102

213.219.8.102

213.219.8.102

Postscript

>> Vodafone 3G Statistics Emerge

3G Totally Resistible

Tony Dennis
The Inquirer
Friday 27 May 2005

theinquirer.net

It was very interesting indeed to see a world leading operator such as Vodafone release figures on how well its drive into 3G/W-CDMA is actually going. Since launching back in November 2004 (six months ago), it has managed to sign up 2.1 million 3G handset subscribers and a modest 300,000 data card users.

Given that it currently has a declared subscriber base of 154.8 million, that's only around 1.3 per cent who converted. When you compare this to, say 3 in the UK, which has 3 million subscribers, that's a pretty poor start. Especially since 100 per cent of 3's customers are on 3G.

What this really indicates is that 3G as a technology or application is nowhere near as compelling as it proponents initially envisaged. The industry has got to forget 3G as the vehicle for offering video calls because blatantly nobody really wants it.

What 3G can offer is a 'bigger pipe' and the obvious candidates for such capacity are music downloads and location based services. And email as 30K data card users indicate. µ <<

Vodafone's realistic target is 10 million subscribers by March end 2006. They are well launched, expanding and filling in coverage, adding handsets and services, and launching new markets. They should be in solid shape to launch a full scale marketing campaign by Q4 and their target is extremely realistic. <<

- Eric -