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To: Raymond who wrote (23772)	3/5/1999 4:03:00 PM
From: Ruffian	Respond to of 152472

ALLTIME NEW HIGH> 76 9/16 Closed.

To: Raymond who wrote (23772)	3/5/1999 6:12:00 PM
From: Ruffian	Respond to of 152472

China, The Real Story> From the March 8, 1999 issue of Wireless Week China Ousts CDMA, For Now By Owen Hughes HONG KONG--Political and economic reasons likely will be the main factors behind China's suspension of code division multiple access technology, according to a Hong Kong-based analyst. Joe Locke, a research analyst with ABN Amro Asia said Beijing's desire to cut the commercial activities of the People's Liberation Army and the favorable rates offered by global system mobile communications technology were the main factors behind the move. The PLA's telecommunications joint venture, Great Wall, was behind the construction of four trial CDMA networks using its nationwide 800 MHz spectrum in a joint venture with its partner, the Ministry of Information Industry. However, last year the military was ordered by Premier Zhu Rongji to pull out of its myriad business activities, and the networks were never permitted to roll out commercially. "Practically speaking, there are two reasons for not allowing a CDMA network. One is the PLA issue, and the second is that you have the GSM providers who are beating each other over the head to get the business with China," Locke said. He said the Scandanavian giants, Nokia Corp. and Ericsson Inc., as well as Motorola Inc., are discounting their products in a bid to attract Chinese business. China accounts for nearly 10 percent of Ericsson's cellular handset sales, and the company has a manufacturing plant in the country. Nokia this year will set up a distribution system in China incorporating 500 professional centers and 100 service centers, taking its brand-building from the regional down to the provincial level. Andrew Page, corporate planning manager of Nokia China, has said the company's goal is to become "China's preferred telecoms partner." Locke said Nokia, Ericsson and Motorola "produce as much as they can locally," and the head of the MII, Wu Jichuan, made it clear that his aim is to support Chinese companies, or at least those with joint ventures on the mainland. Although the moratorium on CDMA network construction came as a severe blow to U.S. companies such Qualcomm Inc. and South Korea's Samsung, Locke said he did not think the door is being shut on them permanently, suggesting that they may be able to participate in the development of third-generation technologies.

To: Raymond who wrote (23772)	3/5/1999 6:13:00 PM
From: Ruffian	Read Replies (1) \| Respond to of 152472

Frezza Speaks> From the March 8, 1999 issue of Wireless Week Analysts Debate At BSWD Forum By Rikki Lee DALLAS--Computer giant Microsoft Corp. now occupies several stools at the wireless data bar, and applications developers continue to squeeze Internet access successfully through ever-shrinking form factors. While many data true believers have heralded these and other recent events as the awakening of a lethargic market, some analysts don't expect a stampede for data devices and services in the near future. The analyst panel preached caution and often pessimism to attendees at last week's BellSouth Wireless Data Solutions Conference, which drew more than 300 customers, end-users, developers, integrators and resellers of BSWD services. The recent announcements are all positive developments, "but as for whether this is the year we all realize our sales goals and our budgets and ride off into the sunset, we're not there yet," said Steve Virostek, vice president for wireless data and dispatch projects-North American Telecommunications Group for The Strategis Group. Alan Reiter, president of Wireless Internet & Mobile Computing, accused carriers of missing the Internet boat. "Carriers have the power to dramatically increase the wireless Internet market by integrating their [Internet service provider] operations with their wireless operations." He said that when subscribers sign up for Internet service, they should be able to have their e-mail filtered and forwarded to a wireless device. With future data networks going in new directions, BSWD will need to continue to work with third-party developers and maintain the growth of its unique service, said Bill Frezza, general partner at Adams Capital Management and president of Wireless Computing Associates. "BellSouth is living on an orphan technology platform." In an interview, BSWD President and CEO Bill Lenahan said he was more optimistic than the panel, citing the relatively unserved market that can increase productivity through his carrier's service and devices such as the Research In Motion Ltd. Inter@ctive Pager 950. "We need to be successful in getting interactive paging into the market ... We've spent a lot of time positioning the service." About 25 companies provided demonstrations of products and services using the BellSouth Wireless Intelligent Network. Itronix Corp. displayed its Windows CE-based T5200 handheld wireless workstation for field service personnel.

To: Raymond who wrote (23772)	3/5/1999 6:20:00 PM
From: Ruffian	Respond to of 152472

Korea Telecom profits SOAR> Profit jump improves state firm's stake sell-off plan Korea Telecom gains soar South China Morning Post Korea Telecom's net profit more than tripled last year, exceeding forecasts, thanks to staff cuts and other belt-tightening measures. South Korea's largest phone company earned a net 258.3 billion won (about HK$1.5 billion), up 224 per cent from 79.7 billion won in 1997. Earnings per share amounted to 897 won last year, higher than the 721 won average forecast by 10 analysts surveyed by IBES International. The profit jump could help the state-controlled company sell a 13 per cent stake to foreign investors in the coming months to raise as much as US$1 billion. The sale, in the form of depositary receipts, is part of the government's plan to privatise key state companies to help the country weather its deepest recession in 45 years. BRIERLEY INVESTMENTS: The New Zealand investment firm said more red ink flowed in its half-year to December, but forecast a recovery following recent asset sales. An expensive exit from a forestry venture and written-off tax credits meant Brierley reported a NZ$151.3 million (about HK$628 million) loss for the half year to December - about $50 million worse than most analysts expected. However, Brierley offered a glimpse of its future route out of the mire by forecasting a debt package and completed business plan by April, an end to its wave of big asset sales, a profit of at least $70 million for the full-year ending June 30 and a possible resumption of distributions to shareholders. The company reaped $1.8 billion in proceeds from asset sales, including special dividends and capital returns, in the half-year to December 31. "We expect to conclude the new senior debt package in the next six weeks," said chief executive Selwyn Cushing. "The immediate priority before the end of April is to finalise a business plan that will direct Brierley's investment activities for the foreseeable future," he said. TELEKOM MALAYSIA: Malaysia's largest phone company, said profit last year fell a bigger-than-expected 46 per cent, as its cellular unit lost customers and businesses disconnected phone lines. In its second straight year of declines, profit fell to M$991 million, (about HK$2 billion) or 33 cents a share, from $1.83 billion, or 61 cents, in the year-earlier period. The company took a depreciation charge of $660 million. (Copyright 1999)

To: Raymond who wrote (23772)	3/23/1999 9:37:00 AM
From: Clarksterh	Read Replies (1) \| Respond to of 152472

Ericsson historical comments on CDMA: Recently I was doing some research at a library, and incidentally did about 2 hours looking for old comments about CDMA mobile systems and Qualcomm. I checked most major publications (from NY Times to WSJ to La Times to multiple smaller papers and periodicals). I was expecting to find some comments by Ericsson, but surprisingly didn't find any except one reasonably benign one. In an article in 12/5/94 Telephony they justified their decision not to support CDMA - <<CDMA is in its validation stage and has technical drawbacks that need correcting, making TDMA the more appealing technology platform for cellular carriers that want to build PCS networks that incorporate their digital AMPS networks, said Dalenstam.>> [Jan-Anders Dalenstam was executive VP of radio systems at Ericsson USA.] In the same article there is reference to a white paper that Ericsson planned to release to explain in more detail its decision to focus on GSM and TDMA while ignoring CDMA, but I checked the Ericsson site and they either never actually released such a paper, or they have subsequently removed it from their site. However, I did find some other interesting articles: 1) I found a quote from George Schmitt, president of Omnipoint Communications, who said CDMA would get only 4x analog at best. Bet he's embarassed (or would be if such people got embarassed). Financial Post - Toronto 9/28/96 2) Lusignan (the infamous Stanford professor) said that CDMA didn't have the same protection from fading that other technologies have. LA Times 5/20/96. This is a completely absurd statement since there were many possible rocks on which CDMA might have foundered, but this was not one of them. 3) Although people often talk as if Qualcomm claimed 30 or 40 times capacity for CDMA, that is not the case at least as early as Nov 4, 1993. In an article in the San Diego Daily Transcript Qualcomm only claimed 10 to 20 times analog capacity. All just FYI. Clark