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

To: JeffreyHF who wrote (85739)	7/27/2009 4:21:37 PM
From: Maurice Winn	1 Recommendation Respond to of 196989

In NZ, a third network is about to go commercial next week. It has been built by Huawei. I think Huawei has also funded the development [at least in part]. 2degreesmobile.co.nz While they won't slash and burn on price [I guess] they will stimulate competition and more sales and it'll have to be on price to make headway. It looks as though they will cut prices by giving discounts on friend to friend calling which will be their way of forming a network effect. They are forced into that by very high termination charges to other cellphones. When we [me and the other Zenbu shareholder] were going to start a third network in NZ nearly a decade ago, that was going to be our method too, but with emphasis on slash and burn on pricing all around. To enable price cuts, we'd have only covered the main cities and only part of them. People spend nearly all their time in small areas and they can have a few phones these days to use the network which gives them the best deal. Phones are so cheap now that network pricing is the main issue. Huawei will have enabled low prices by building a cheap network. Now 2 degrees will promote a lot more sales. I'm ready to replace my very old Samsung with keys which don't work , so there's going to be at least one sale. I joined the "Chinwag" and asked for a free SIM and $5 credit so they are well on the way to a sale. I just need a phone to put the SIM in. It's great to see Huawei and ZTE rampaging through the market place. It's interesting that our newby Henry was apparently unaware of them. He seems to think that Qualcomm depends on IS-95 networks to stay in business and 3GSM is nothing to do with Qualcomm. Apart from 2 Degrees, Telecom recently turned on their W-CDMA network so Vodafone and Telecom have been conducting an enormously expensive marketing war while 2 Degrees has been hurrying to join the fray. Mqurice

To: JeffreyHF who wrote (85739)	7/28/2009 11:08:31 AM
From: engineer	Respond to of 196989

Nortel and RIM held wireless patent talks: source ((((((The fat lady has not sung yet..... TORONTO (Reuters) - BlackBerry maker Research In Motion has held talks with Nortel Networks on buying next-generation wireless patents that were not part of Nortel's $1.13 billion wireless asset sale on the weekend, a source familiar with the situation said on Monday. On Saturday, bankrupt Nortel sold a portfolio of CDMA and next-generation LTE wireless assets to Swedish telecom equipment maker Ericsson. However, Nortel and RIM have held negotiations on other key patents related to the next-generation wireless business "for months," the source told Reuters on Monday. By trying to buy the LTE patents still held by Nortel, RIM is aiming to future-proof its business and avoid having to license the technology later from another company, said Research Capital analyst Nick Agostino. "The opportunity is here now for them to own the ... hopefully material patents," Agostino said. "They can save on royalty costs and I think it's also going to be a benefit on the margins." Nortel said it had no comment. RIM was not immediately available, but in a statement on Sunday it reiterated it "remains interested in acquiring certain Nortel assets," without providing specifics. RIM's talks with Nortel are on hold and the Ericsson offer is awaiting court approval. However, the existence of the negotiations suggests RIM may be working to put together a deal with Nortel even though RIM claimed it was shut out of bidding on the assets that Nortel sold to Ericsson. Waterloo, Ontario-based RIM had argued that Nortel's bidding process imposed unreasonable conditions and had effectively blocked RIM's own proposed $1.1 billion bid. Toronto-based Nortel, however, had accused RIM of not complying with common confidentiality provisions that other bidders had agreed to follow. The tense situation appeared to cool off at least a little on the weekend, when Nortel announced that Ericsson had won the asset auction. Nortel, once North America's biggest maker of telecom equipment, filed for bankruptcy protection in January, blaming the economic crisis for derailing its turnaround attempts. It has begun selling key divisions in hopes of generating value for its stakeholders, rather than attempting a restructuring that would see it emerge from creditor protection. Nortel was once a Canadian high tech powerhouse, boasting a market capitalization of more than $250 billion and some 90,000 employees at the height of the tech boom at the start of the decade. Today, the company is little but a shadow of its former self with 25,000 employees left. Its stock has been delisted from the major exchanges in Canada and the United States and is worth almost nothing. Even before the economy sputtered, Nortel posted billions in losses. Its massive job cuts, asset sales and reorganizations were not enough to offset a plunge in demand for its products. reuters.com