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To: idler who wrote (23867)	3/8/1999 2:12:00 PM
From: Ruffian	Read Replies (1) \| Respond to of 152472

Stats, That Will Soon Change> LUCENT, NORTEL AND ERICSSON HOLD PECKING ORDER IN Wireless Base Station Market Share, According to ABI OYSTER BAY, N.Y., March 8 /PRNewswire/ -- Major wireless base station manufacturers 1998 market share according to ABI: Lucent held close to 33 percent of the market, Nortel and Ericsson 20 percent, Motorola 12 percent, Qualcomm 7 percent and Nokia 4 percent. Despite the recent slow down in many foreign markets during 1998, infrastructure sales will remain strong during the next five years. Although the market may not be as robust as all would like, it is a sizable market that will continue to grow. "There is little which can impede the growth of wireless," said ABI senior wireless analyst Larry Swasey. "The addition of data services allowing sizable pieces of information to travel over wireless networks at expected speeds of 144 kbps and up will further utilization and expectations of wireless networks." Voice will remain the strongest part of a wireless operator's pie, however, Swasey said. Wireless subscribers will continue to grow at a rapid pace, with a 17 percent compounded annual average growth rate (CAAG) through 2003 leading to 667 million subs signed on by year-end 2003. To keep up with the growing subscriber base, infrastructure will be added accordingly, with 2.5 million base stations deployed by year-end 2003, representing 21 percent CAAG. With the growth of infrastructure, there will be a parallel growth in the DSP market for base stations, with an average of 6 million units per year being placed into infrastructure from 1999 to 2003. There may be some bumps in the road, such as downsized economies, health concerns becoming more widespread, and the indication we may be seeing a reversal of fortune in court-ordered siting decisions in important markets such as the US. All in all, however, even if these concerns become true, the short term effect will not be felt and the powerful infrastructure industry will prevail for at least the next five years. Mobile telephony is not considered a luxury anymore, as the past two years of explosive growth in digital technologies have proven a boon to the market. Allied Business Intelligence, Inc. is an Oyster Bay, NY-based technology research think-tank specializing in communications and emerging technology markets. ABI publishes strategic research on the broadband, wireless, electronics, automation, energy and transportation industries. Details of these studies can be found at www.alliedworld.com. Or call 516-624-3113 for more info. SOURCE Allied Business Intelligence, Inc.

To: idler who wrote (23867)	3/8/1999 2:45:00 PM
From: Ruffian	Respond to of 152472

3G Update> top 20s \| opinion \| letters \| contact us \| calendar \| reports \| staff info March 8, 1999 U.S. 3G stance seems to pacify all sides By Jeffrey Silva WASHINGTON—A U.S. delegation today heads into two weeks of critical talks in Brazil on third-generation wireless development armed with strong congressional support for multiple standards, open markets and a new-found consensus position on how to harmonize dueling Code Division Multiple Access technologies. A draft document of the U.S. position paper obtained by RCR late last week urges the International Telecommunication Union to incorporate 3G recommendations agreed to by U.S. and European wireless executives at the Feb. 17 TransAtlantic Business Dialogue meeting here. TABD participants agreed the ITU should pursue a Time Division Multiple Access standard and a CDMA standard with three modes of operation: one, a multicarrier approach resembling the cdma2000 standard promoted by Qualcomm Inc.; a direct sequence approach following the wideband CDMA standard championed by Sweden's L.M. Ericsson and Finland's Nokia Corp.; and a Time-Division Duplex mode for unpaired spectrum. European and U.S. wireless executives also agreed to support operators' desires for backward compatibility with existing systems, global roaming, modular deployment to allow a smooth migration to 3G, cooperation among parties to ensure timely and successful introduction of Internet-friendly 3G services and adherences to the ITU time schedule to complete the standardization process. In addition, the TABD urged U.S. Trade Representative Charlene Barshefsky not to include the European Union's lockout of U.S.-developed CDMA mobile phone technology as a possible target for trade sanctions in a report due out at the end of this month. However, Congressman Robert Matsui (D-Calif.), ranking member of the Ways and Means Committee, which handles trade issues, sent a letter Friday to U.S. Trade Representatvie Charlene Barshefsky stating: ‘‘The United States needs to convey quite clearly to the EU that we will not tolerate arbitrary standards-setting and that we see through their thinly disguised veil of protectionism ... USTR should consider the full range of negotiating tools in order to impress upon the EU the seriousness of the situation.'' Matsui's letter follows similar letters issued to Barshefsky in recent weeks from Senate minority leader Tom Daschle (D-S.D.) and Rep. Sander Levin (D-Mich.), ranking Democrat on the House Ways and Means Subcommittee. The ITU meeting in Fortaleza, Brazil, running March 8-19, will focus on completing approval of what is expected to be multiple 3G standards. Because of recent progress on settling disputes over standards and patents, it is possible some 3G standardization work will not be completed in Brazil and will be taken up at the next ITU meeting beginning May 31 in Beijing. Follow-up 3G ITU negotiations are scheduled for Oct. 25-Nov. 5 in Helsinki and Nov. 11-12 in Geneva, when the ITU makes final 3G recommendations. On the eve of the Brazil meeting last week, parties were posturing. Senate Majority Leader Trent Lott (R-Miss.) and a bipartisan group of 13 other lawmakers on Thursday called on President Clinton to redouble efforts to guarantee there is a competitive policy of multiple 3G standards and to ‘‘expand U.S. efforts to ensure that all U.S.-developed 3G technologies have parity access to global markets, whether in Europe, Asia or elsewhere.'' The Senate letter drew a big cheer from the Universal Wireless Communications Consortium, a TDMA-led group including AT&T Corp., BellSouth Corp., SBC Communications Inc. and other U.S. and foreign wireless firms. ‘‘We welcome this bipartisan and unequivocal support for open competition and multiple 3G standards by this distinguished group of senators,'' said Gregory Williams, UWCC chairman and vice president of wireless systems for SBC. ‘‘We are highly pleased the TABD agreement is being carried to the ITU by the U.S. delegation and are encouraged the agreement has brought support from both the U.S. and Europe,'' said Jonas Neihardt, director of government relations for Qualcomm. He added, ‘‘We also are pleased the Senate is taking a position that is consistent with the TABD agreement, which supports a single TDMA standard and a single CDMA standard.'' William Plummer, vice president of U.S. government and industry affairs at Nokia and a lobbying foe of Neihardt's, echoed his adversary's sentiments. ‘‘I think we're all looking forward to very positive developments coming out of Brazil,'' said Plummer. The ITU, for its part, is playing up the Brazil 3G meeting as an early major challenge of Yoshio Utsumi, who just weeks ago became secretary general of the global telecom body.