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To: brian h who wrote (7052)	1/13/1998 8:57:00 AM
From: kech	Respond to of 152472

Nokia trading higher on Mot news. Maybe the Q too? HELSINKI, Jan 13 (Reuters) - Signs that Motorola's (NYSE:MOT) mobile phones sales have suffered less from Asia's crisis than feared are encouraging for its Nordic competitors Nokia (HELS:NOKS.A) and Ericsson (SWED:LME.B), analysts said. "The positive news for Nokia was that mobile phone orders (for Motorola) had increased in Asia compared to the fourth quarter of 1996," analyst Niklas Geust at brokerage FIM Securities said. He said Motorola's comment that Asia will affect results in the first half of 1998 was less negative than markets had expected and was already priced in. "There is a lot of upside in Nokia if the Asia crisis does not deepen," he said. "Motorola pager and modem sales lost the most while handset sales where down less, which can be seen as positive for Nokia," Martti Larjo at brokerage Evli securities said. Some analysts said a strong 18 percent increase in Motorola's mobile phone sales could have come at the expense of the Nordic producers. Analysts said the development in China was crucial for the two companies and that this was still an open issue. "The first half of 1998 will show if China has been hit by southeast Asia," one analyst said. Nokia has so far made optimistic but vague comments on the Asian impact, analysts said. "It will have to start giving more information," one broker said. Analysts said Motorola's falling network sales in Europe meant that it was losing market share to Nokia and Ericsson rather than that demand was falling.

To: brian h who wrote (7052)	1/13/1998 9:44:00 AM
From: Jim Lurgio	Respond to of 152472

Brian, Here is a couple of paragraphs from and article written in 04/97. As you can see it's a little confusing. In the first paragraph it says as you reported it suggests a 1 megabit output . In the second it suggests 9.6 and 14.4 for 1997 with 64bps possible in two years which would be 04/99. After that the CDG director says " To go beyond that level, they said, will require implementation of wider band channels of 5 megahertz or more, which will require a new standard." It is quite posslble that the prediction of 1 megabite may be for fixed wireless. Other 3g proposals such as ERICY,s are predicting speeds at different usages such as 384 for mobile , 1 megabit at pedestrian speeds and 2 megabits in fixed wireless. You may want to e-mail QCOM and see if that 1 megabit prediction if for mobile or fixed. Either way 1 megabit would be acceptable by most in a system that has already proved itself ? I haven't counted out any of the vaporware proposals yet because cdma was quite controversial when its was launched and did well in the first year. This proves the better mouse trap can be made so keep your ears and eyes open. The engineer and qdog comments as new things evolve will help us all. If something looks better to them I'm sure they will let everyone know. The CDMA Development Group will soon unveil a vendor-supported strategy for making it possible to deliver up to 64-kilobit-per-second data streams over IS-95 systems operating within the current 1.25-megahertz channelization scheme. At the same time, the group is pursuing an advanced systems initiative aimed at pushing throughput into the 1-megabit-per-second range and beyond over next-generation systems that would be backward compatible with IS-95. CDG Executive Director Perry LaForge said the new IS-95 data rate would be "substantially better" than the 9.6 and 14.4 kbps capabilities coming into the market this year. However, vendor sources indicated they will hit the new plateau of 64 kbps with products within a two-year time frame. To go beyond that level, they said, will require implementation of wider band channels of 5 megahertz or more, which will require a new standard.