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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 (48613)	11/10/2005 2:36:26 PM
From: SKIP PAUL	Read Replies (1) \| Respond to of 197213

Any info/link to analyst day conference for Ericsson?

To: slacker711 who wrote (48613)	11/12/2005 2:01:03 PM
From: slacker711	Respond to of 197213

BSNL awards CDMA contract to ZTE CDMA to be done in three phases and GSM contract will be done for four zones Rahul Gupta Friday, November 11, 2005 ciol.com MUMBAI: The state-owned Bharat Sanchar Nigam Ltd's (BSNL) single tender for installing an additional 60 million GSM lines in October across the country this year will have 25 percent 3G deployment. BSNL has also given the contract to Chinese vendor ZTE in partnership with UTL for installing 2.85 million CDMA lines by end of this year. Kuldeep Goyal, Chief General Manager, BSNL, Maharashtra circle said that the supply of equipments for CDMA lines would be done in three phases. In the first phase one million lines would be installed by end of this month followed by another 8.5 lakh lines by end of December and another a million lines by end of this fiscal. It may be recalled that BSNL has earlier cancelled the Chinese company's Huawei's Rs 140 crore contract for supplying equipment for 1.05 million CDMA lines in partnership with Himachal Futuristic Communications Ltd last week. BSNL had issued a show cause notice to Huawei in October for failing to supply equipment. BSNL had also encashed HFCL's bank guarantee of Rs two crore for the consortium's failure to honour the contract. “Of the 133 cities, 33 cities are done and the installation in the remaining cities would be done by the end of this year,” Goyal added. BSNL has divided the country into four zones for installation of 60 million GSM lines, which is valued for around five billion dollars. These zones include East, West, North and South and no vendor would be given contract of more than two zones according to the clause. RK Agarwal, Principle General Manager (Mobile), BSNL said that 25 percent of the 60 million installation would be 3G. The West zone is expected to invite tender for 16 million lines. CyberMedia News

To: slacker711 who wrote (48613)	12/11/2005 12:49:10 PM
From: Eric L	Read Replies (1) \| Respond to of 197213

Japan Subscriber Abstract .... Slacker, This blurb on Q3 handset sales in Japan attributed to Gartner caught my eye ... In Japan, terminal sales were 11.3 million units in the third quarter, a slight increase of 0.6 percent from the third quarter of 2004. Sales of WCDMA handsets overtook sales of Personal Digital cellular (PDC) handsets for the first time in Japan, and PDC sales accounted for 42.8 percent of total sales in the country. "While seeking a new killer function, operators and vendors tried to spread their portfolios to meet varied user needs," said Nahoko Mitsuyama, principal analyst for mobile communications for Gartner, based in Tokyo, Japan. "Consequently, the number of models available in the market increased almost 30 percent on a year-on-year basis." emsnow.com Given the 3 million decline in PDC subscribers in Q3, PDC replacement sales are still holding up surprisingly well, and the blurb would indicate that CDMA2000 handset sales currently contribute less than 15% of total handsets which surprised me ... ==================================================================== Japan: W-CDMA Subscriber Net Adds in Q3 ==================================================================== July August September Q3 2005 ========= ========= ========= ========= DoCoMo FOMA 1,196,400 971,700 891,800 3,059,900 Vodafone Group 130,100 160,600 163,500 454,200 --------- --------- --------- --------- 1,326,500 1,132,300 1,055,300 3,514,100 ==================================================================== Japan: CDMA2000 1x Subscriber Net Adds ==================================================================== au Group 312,000 262,400 249,700 824,100 ==================================================================== Japan: cdmaOne & PDC Subscriber Net Declines ==================================================================== au Group cdmaOne -81,500 -77,000 -84,700 -243,200 All Networks PDC -1,096,600 -1,021,300 -925,900 -3,043,800 WCDMA subscribers surpassed CDMA2000 subscribers in November -- but not total CDMA subscribers. WCDMA subscibers are likely to surpass CDMA subscribers in December or worse case January. Combined 'cdma' subscribers should pass PDC subscribers in H1 2006. ==================================================================== November WCDMA & CDMA2000 Net Adds Total Subscribers ==================================================================== W-CDMA DoCoMo FOMA 1,003,900 18,588,300 W-CDMA Vodafone Group 186,500 2,081,400 --------- ---------- W-CDMA Subtotal 1,190,400 20,669,700 --------- ---------- CDMA2000 1x KDDI au Group 335,300 20,184,800 cdmaOne KDDI au Group -52,100 1,037,300 --------- ---------- CDMA Subtotal 283,200 21,222,100 ========= ========== Total 'cdma' [WCDMA + CDMA] 1,473,600 41,891,800 ==================================================================== November PDC Net Adds Total Subscribers ==================================================================== NTT DoCoMo Group -883,500 31,526,400 Vodafone Group -129,500 12,971,600 KDDI TU-KA -146,900 3,289,000 ========= ========== PDC Subtotal -1,159,900 47,787,000 ==================================================================== Total November Subscribers Net Adds Total Subscribers % ==================================================================== NTT DoCoMo 120,400 50,114,700 55.9% KDDI Corp. 136,300 24,511,200 27.3% Vodafone 57,000 15,053,000 16.8% ======= ========== Total 313,700 89,678,900 ======= ========== PDC -1,159,900 47,787,000 53.3% WCDMA 1,190,400 20,669,700 23.0% CDMA2000 1x 335,300 20,184,800 22.5% cdmaOne -52,100 1,037,300 1.3% ==================================================================== Twelve Month Growth and Decline of Subscribers in Japan ==================================================================== NTT DoCoMo 2,447,900 +4.9% YoY KDDI: au/TU-KA 2,409,700 +10.9% YoY Vodafone -157,100 -1.0% YoY =========== ========== Total 4,700,500 +5.5% YoY =========== ========== PDC -10,808,000 -18.4% YoY WCDMA 12,803,700 +163.0% YOY CDMA2000 1x 3,734,900 +22.7% YoY cdmaOne -1,030,200 -49.8% YoY ==================================================================== - Eric -

To: slacker711 who wrote (48613)	1/11/2006 9:43:07 AM
From: slacker711	Read Replies (2) \| Respond to of 197213

Japan added 1.78 million WCDMA subscribers during December (Docomo 1.54m and VOD 236,000) and 398,000 CDMA subscribers for AU. This is the first time I can remember VOD adding more than 200,000 WCDMA subs so perhaps they are finally starting to see a small amount of traction. tca.or.jp Also, an article about Docomo returning to the top spot for net adds for 2005. This is only true because KDDI bought TU-KA which is losing subscribers. More interestingly, the comment about PTT taking off for Docomo. This would be the first time in a very long time that a new service has caught fire in Japan and actually boosted handset sales. I really hope that this is confirmed by Docomo when they announce earnings. I never would have guessed that PTT would be popular in Japan. tmcnet.com NTT DoCoMo's return to the top spot came amid the popularity of its new "Push Talk" service, which enables up to five people to talk to each other at the same time. Its "wallet" phone service, which adds an electronic money function to a mobile phone, was also favored by users, the association said. Slacker