SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: Gregg Powers who wrote (20496)12/29/1998 11:06:00 AM
From: Valueman  Respond to of 152472
 
You just have to love a Tero vs. Gregg battle---in the tradition of Godzilla vs. Mothra, Frazier vs. Ali, Hatfield vs. McCoy, great taste vs. less filling, etc.

Where else can you get such entertainment and learn at the same time???



To: Gregg Powers who wrote (20496)12/29/1998 11:10:00 AM
From: tero kuittinen  Read Replies (5) | Respond to of 152472
 
I'm not giving you a break. Even if it's after-Xmas season. My point in Frezza Forum was that CDMA will not perform as well as hyped, that GSM and TDMA will do better in USA than anticipated. Remember that at that point the consensus opinion in this thread was that IS-95 was going to "demolish" GSM? Remember the time when the global total domination of IS-95 was not only imminent but also inevitable? My 1996 opinions turned out to be close enough to reality.

You know perfectly well why Nokia and Ericsson have decided to spend a better part of the decade in developing W-CDMA, but not implementing it yet. They have a considerable GSM investment to protect. They are squeezing everything they can out of that platform before they move on. And that is the only responsible thing to do to protect shareholder value.

The fact that Nokia bought a IS-95 license from Qualcomm means that they recognize Quyalcomm's claim to IS-95 IPR. That says little about
W-CDMA, which is an entirely different standard. You can be sure that if Qualcomm ever starts making W-CDMA equipment they have to pay licensing fees to Nokia.

W-CDMA networks are being built right now in Italy, China, England, Germany, etc. Commercial systems can't be built until the intellectual property squabbles have been resolved. But the current GSM operators are all preparing to upgrade to W-CDMA. They show no interest in cdma2000. And that's where the big money is - GSM subscriber total will hit 200 million during 2000.

Mothra



To: Gregg Powers who wrote (20496)12/29/1998 11:24:00 AM
From: Caxton Rhodes  Respond to of 152472
 
Van Miert-EU could sanction oil, telecom mergers
FRANKFURT, Dec 28 (Reuters) - Karel Van Miert, the European
Union's chief competition officer, said the EU Commission could
impose sanctions on the large scale mergers in oil and telecoms
under regulatory review.
"We have issued many prohibitions or granted approval only
under considerable sanctions, including cases where American
companies were involved," Van Miert said in an interview with
the Frankfurter Rundschau on Monday.
"We will make similar decisions next year...this could be in
the oil or telecom sector," he added without naming companies.
The EU Commission began a detailed review this month of a
proposed joint venture between AT&T Corp and British
Telecommunications Plc to provide global network
facilities and communications services.
It is also reviewing plans by U.S. technology group Motorola
to join the Symbian mobile communications joint venture
between Ericsson , NOKIA and Psion .
In the oil sector, the Commission will examine the proposed
Exxon-Mobil tie-up, a merger that would create theworld's largest oil company.
((Frankfurt Newsroom +49 69 756525,frankfurt.newsroom@reuters.com))