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To: djane who wrote (3556)3/22/1999 3:15:00 PM
From: Valueman  Respond to of 29987
 
I wonder if BS read the article on page C1 of the WSJ today in regards to debt--their advice? ISSUE NOW! Not a bad idea--that would clear up one cloud in the G* saga. It would also free up LOR to do acquisitions with their cash stash.



To: djane who wrote (3556)3/23/1999 12:37:00 AM
From: djane  Respond to of 29987
 
Hutchison to provide CDMA roaming across Asia, US

technologypost.com

Monday, March 22, 1999

TELECOMS


NEWSBYTES

Hong Kong's Hutchison Telecom has teamed up with
Japanese CDMA (code division multiple access)
telecoms carriers DDI and IDO, along with Korea's
Shinsegi Telecomm, to provide its customers with global
CDMA mobile phone roaming services.

The new service, which is expected to be launched in
December 1999, will be available in 450 cities around
the world.<b/> Subscribers will be able to use a single
handset and number to make roaming calls on cdmaOne
networks in Hong Kong, Japan and Korea as well as in
other Asian countries, the US and Canada.

Stephen Ngan, Hutchison Telecom's director of sales
and marketing (wireless), said, "Hong Kong, Japan and
Korea are major business and travel destinations, and
the number of people visiting the three areas is growing
rapidly. In line with this growth, the demand for a more
convenient roaming service has also been increasing
among the three areas."

Hutchison launched the world's first commercial CDMA
network in October 1995. The company now claims to
have over 460,000 cdmaOne subscribers.

"CDMA has been gaining a larger footprint around the
world, which has enabled CDMA automatic
international roaming to be a potentially major service,"
said Shin Koo Park, Shinsegi Telecomm's director of
strategic planning. "This joint MOU with Hong Kong
and Japan will be a big step towards establishing
CDMA as a global standard."

Copyright (c)1999. South China Morning Post Publishers Ltd. All Rights Reserved.





To: djane who wrote (3556)3/23/1999 1:01:00 AM
From: djane  Respond to of 29987
 
Price declines for wireless services slowed in 1998

March 22, 1999
By Lynnette Luna

A new pricing study released by Bear, Stearns & Co. Inc. indicates U.S.
mobile phone carriers battled it out for high-end wireless customers in
1998.

Prices did not fall as quickly in 1998 as they did the previous year,
indicated David Freedman, wireless analyst with Bear Stearns in New
York. ‘‘For plans less than 400 minutes per month, there was almost no
change in the affected price per minute from 1997 to 1998,'' he said.

Above 400 minutes, however, personal communications services carriers
decreased rates by about 10 percent, while cellular operators—which
found they needed to make a competitive strike as PCS carriers improved
their footprints—lowered tariffs by approximately 20 percent at all levels
of usage, but only 10 percent to 15 percent for plans below 400 minutes.
And for plans above 600 minutes per month, the survey detected a
decrease in price of more than 20 percent.

‘‘We believe this shift reflects the fierce competition for high-end
customers,'' said Freedman. ‘‘The 20-percent figure probably
understates the move because our survey does not incorporate roaming
charges.''

The survey included 41 cities nationwide and studied plans from cellular
and PCS carriers as well as enhanced specialized mobile radio provider
Nextel Communications Inc.

Freedman concluded that demand for wireless service is highly elastic at
new pricing levels. This is evidenced by cellular operators' slower
decreases in average revenue per unit compared with price declines.

‘‘Looking at cumulative price changes from 1996 when PCS first began,
through 1998, median prices have decreased about 50 percent. Yet over
the same time, ARPU declined more on the order of 15 percent,'' said
Freedman. ‘‘That demonstrates significant elasticity of demand.''

Freedman attributes the decline in cellular operators' average revenue per
unit to a natural decay as the industry penetrates more casual users,
high-end cellular users migrating to PCS operators and the expansion of
home rate areas that have cut prices.

Other pricing trends Bear Stearns found:

· Some carriers have stopped offering the first incoming minute for free.
Some digital cellular operators, notably AT&T Wireless Services Inc. and
BellSouth Mobility Inc., have stopped providing this feature even though it
had been offered in 1997, said Freedman. He said many carriers note that
the larger number of minutes bundled with the access fee makes this
feature less important.

· Digital cellular is cheaper than analog service. A carrier can offer all
customers double the minutes consumed previously on analog networks
and still have enough capacity to increase its customer base twofold, said
Freedman. Digital service was not cheaper 100 percent of the time
because some carriers in smaller markets priced digital service and analog
service the same.

· The number of competitors in a market doesn't determine the price level.
Pricing for 400 minutes did not change significantly from three operators
to seven operators in a given market, said Freedman. Above 400 minutes,
the price per minute declines faster with seven competitors.



Copyright 1999, all rights reserved.
Please report problems to webmaster.rcr@inlet.com
March 22, 1999
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To: djane who wrote (3556)3/23/1999 1:04:00 AM
From: djane  Respond to of 29987
 
Applications next step to wireless data success

rcrnews.com

March 22, 1999


By Antony Bruno

While it would be woefully premature to call 1999 ‘‘the year of wireless
data,'' few would disagree the industry has come a long way in the last
year.

In 1998, several new devices were introduced that met the form factor
and price requirements needed for the consumer market. Additionally,
carriers began developing and selling complete solution packages as
opposed to only airtime. But there is yet one piece of the puzzle needed
before true consumer acceptance of wireless data can be
realized—mass-market applications.

The wireless data industry still is pushing the technology to consumers, say
analysts. There is no real pull or demand for it from consumers. The right
applications could change that.

As such, the wireless data industry is primping itself to better attract
developers so they might write the applications that will, in turn, lure the
horizontal market customers.

‘‘Applications will help drive the market, and I think we are beginning to
reach the developer community needed for that to happen,'' said Mark
Desaultels, managing director of the Wireless Data Forum. ‘‘We believe
it's the community we need to attract, and clearly, there's a burgeoning
community there.''

Efforts to recruit developers have reached an all-time high. BellSouth
Wireless Data L.P. recently held its first-ever solutions conference
dedicated to entice more developers to the fold. Sierra Wireless Inc.
formed the WirelessReady Alliance program, consisting of carriers,
hardware manufacturers, software developers and system integrators
promoting wireless data applications.

In May, Zsigo Wireless Data Consultants Inc. plans to hold its
WirelessDeveloper '99 conference, formerly known as CelluComm Expo.
The show's primary function is ‘‘to bring together the application
developers who create the wireless data solutions we all know are so
badly needed in our industry,'' according to the company.

The Wireless Data Forum felt so strongly about this effort that it scheduled
its member conference just prior to WirelessDeveloper in the same place,
Monterey, Calif.

Apparently, these efforts are beginning to pay off. The Software
Development Forum—a Silicon Valley-based organization with groups
dedicated to Java, e-commerce and Windows applications—recently
formed a special interest group focusing on personal digital assistants and
wireless applications. The group is expected to hold a session during the
WDF meeting.

Joe Jasin of Information, Communications & Entertainment Group L.L.C.
co-founded the PDA/Wireless SIG. He said he degided to form the group
based on recent developments in the wireless data industry, in particular
the Palm series of PDAs and the Unwired Planet Inc. UP.browser.

The first meeting, held in October, attracted some 30 attendees. The next
one attracted about 300, mainly because the Palm Pilot's inventor was the
featured speaker.

‘‘Some 60 percent to 70 percent of our audience is in Palm
development,'' Jasin said.

The new line of devices introduced in recent months have had a big impact
on the effort to herd more developers to the industry. Another device
many have touted as an industry ice-breaker is the Inter@ctive 950 pager
from Research in Motion Ltd.

Both BellSouth Wireless Data and American Mobile Satellite Corp. use
the device for their respective interactive paging services. BellSouth has
targeted vertical and horizontal markets with the unit, while AMSC's
Ardis network has attracted mostly utility and transportation users.

‘‘The RIM device heralded the beginning of some very exciting stuff,''
said Bill Frezza, a consultant with Wireless Computing Associates.

The device is one of the first made for the wireless data industry that is
consumer-friendly in form factor and price. Bell Lenahan, BSWD
president and chief executive officer, said this is important because mobile
data devices must meet personal and business needs in order to gain
consumer acceptance.

At the opening session of the company's solutions conference, Lenahan
pointed out several trends he thinks will benefit the wireless data space.
First, workers are being asked to do more than before, so they need to be
more organized, efficient and mobile, Lenahan noted. Next, the lines are
blurring between business life and personal life. Finally, technology has
evolved to meet demand with form factors shrinking and becoming more
interactive.

‘‘The value of these interactive devices that have emerged complement
laptop devices,'' Lenahan said, estimating interactive paging device sales
will equal that of laptops in 2000.

New device

The heir-apparent to the Inter@ctive 950 is the Palm VII, expected to be
commercially available this summer. The new Palm device features a
built-in connection to BellSouth's network, which can be activated by
extending the antenna.

The device uses the wireless connection to access several pre-assigned
Internet portals, allowing users to obtain a variety of Web-based
information content from the device.

‘‘We now have two different platforms to develop to—the 950 and the
Palm VII,'' he said. ‘‘There will be thousands and millions of users
attracted to these two devices.''

Concerns

However, analysts have expressed some concern the Palm VII has no
e-mail notification ability. Palm VII owners can use the device to check
their e-mail, but only when the antenna is extended, activating the wireless
connection.

‘‘This is not a good e-mail device,'' admitted Palm Computing Inc.'s Joe
Sipher. ‘‘What it can be is a great messaging device,'' for sending short
information packets and receiving non-time-critical notes.

But because analysts consider e-mail the only application worth talking
about in the wireless space, many have called the Palm VII a mere gadget.

The upcoming release of phones equipped with Wireless Application
Protocol technology is expected to interest developers as well. However,
there is some trepidation because of a possible standards war between
Microsoft Corp. and WAP.

Such standards confusion could prove a hurdle to many developers eyeing
the data space. Jasin said today is an ‘‘exploratory and incubation''
period for developers when discussing wireless data. Because the industry
moves so fast from one standard to another, it's difficult to make a
commitment. This holds true for both device platforms as well as
transmission technology, he added.

‘‘Who's going to be the prominent carrier, the prominent operating
system?'' he asked. ‘‘Developers are not all convinced Palm's going to
be it because of how intimidating Microsoft is.''

He pointed to company's like AvantGo Inc., which recently announced
partnerships with The Windward Group and Microsoft Silicon Valley
Developer Center to offer free seminars to businesses interested in
extending their applications to mobile platforms. He said developers are
especially interested in AvantGo's solutions because the company
embraces two of the most popular platforms in mobile computing
today—Palm Computing Inc.'s Palm OS and Microsoft Corp.'s
Windows CE.

The idea of making the vast power of the Internet available wirelessly
generates a lot of excitement, but there are problems that must be
overcome.

Analysts attending BSWD's solutions conference pointed out Internet
development exceeds wireless data network development. The Internet is
now capable of transmitting information at speeds wireless networks will
never match. The wireless ‘‘pipe'' is quite narrow compared with that of
wireline. Also, wireless carriers charge on a per-minute usage model.

As such, there must be two Internet models—the desktop model and
wireless model. While this is indeed a challenge, the potential is too great
to ignore. The Internet has become more and more popular. The world
has become full of ‘‘Internet addicts,'' and allowing them to access it
wirelessly will allow them to better feed their habit.

Because of these challenges, carriers and other companies have begun to
offer complete solutions as opposed to airtime solutions only. In order to
sell airtime, they have developed the necessary partnerships on both ends
of the network.

‘‘If there's not an end-to-end solution, we don't get paid,'' said BSWD's
Lenahan. ‘‘Together, we have to ensure flawless service.''

Jasin encouraged carriers to include developers more in that effort.

‘‘Position software as an equally integral part of the package as the
hardware,'' he said. ‘‘The carrier, software and hardware pieces are
equally as important.''

Carriers have responded with efforts to make it easier for developers to
write to their standards, streamlining much of the work beforehand so
developers don't need to spend a lot of time understanding the carrier's
network.

Addressing developers at the solutions conference, Lenahan's words
seem to indicate why.

‘‘We challenge you to think outside the box and actively participate in this
new wireless world.''

Latest Issue




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March 22, 1999
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To: djane who wrote (3556)3/23/1999 1:09:00 AM
From: djane  Respond to of 29987
 
FCC seeks comments on 2 GHz MSS rules [Additional details]

rcrnews.com


March 22, 1999

By Heather Weaver

WASHINGTON—The Federal Communications Commission has
proposed rules to implement mobile satellite service in the 2 GHz band.

The notice of proposed rule making reviews service rules and seeks
comments on 2 GHz MSS issues, including whether MSS operators
should be required to deploy enhanced 911 services and how orbital
debris mitigation practices should be applied.

Nine systems are proposed, and all can be accommodated using the
available spectrum, the FCC said. Rules should be completed by the end
of the year and licenses granted in 2000. ICO Global Communications,
which hopes to offer MSS in the band, requested the rule making.

Six of the applicants are U.S.-based: Celsat America, Inc., Boeing Co.,
Constellation Communications Inc., Globalstar, L.P., Iridium L.L.C. and
Mobile Communications Holding Inc. ICO, Inmarsat Horizons and TMI
Communications and Co. L.L.P. are foreign firms.

FCC Commissioner Michael Powell said he was concerned about a
suggestion MSS operators that commit to serve rural and underserved
areas would receive preferential treatment. Such treatment could be akin
to the now-forbidden process of using comparative hearings to grant
licenses, Powell said. ‘‘I support what we are trying to do, but I am
concerned we have the wrong horse here.''

FCC Commissioner Gloria Tristani, who has long championed getting
access to rural America, said the item does not make any mandates. Still,
Tristani said any incentives to offer service in underserved areas would be
good, noting only 30 percent of homes on the Navajo Reservation have
telephone service.

The NPRM suggests four main spectrum-assignment options:

· Flexible band arrangement: Grant each system 2.5 megahertz in uplink
and downlink spectrum, group systems in segments based on technology
and provide expansion spectrum between the assigned segments for
additional system requirements;

· Negotiated entry approach: License all the applicants across the entire
band and leave it to them to coordinate their operations. The FCC could
resolve disputes;

· Traditional band arrangement: Spectrum is divided equally among the
applicants; and

· Auctions, in the event the other three options do not work.

Thomas Tycz, chief of the satellite and radio communication division of the
FCC's International Bureau, said the FCC does not expect to auction the
spectrum.

Latest Issue




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Please report problems to webmaster.rcr@inlet.com
March 23, 1999
rcrnews.com




To: djane who wrote (3556)3/23/1999 1:13:00 AM
From: djane  Read Replies (3) | Respond to of 29987
 
*Study shows low customer loyalty

rcrnews.com

March 22, 1999


POWAY, Calif.—A study conducted by Technology Trends in eight U.S.
markets found 65 percent of consumers with monthly bills higher than $75
were using phones from at least two different wireless companies.


‘‘In most cases, this literally means that a carrier is battling its competition
daily—right there in the hands of its best customers,'' said C. Hunt
Eggleston, president of Technology Trends. ‘‘This situation only amplifies
the intensity of the competition carriers have to face, and it should serve as
a reminder that golden customers have the ability to easily churn at any
moment.''

Technology Trends also discovered 72 percent of the wireless users it
questioned switched carriers in the past three years, mostly because of
poor coverage. Those questioned also cited finding a ‘‘better deal'' as
another reason for switching.


Eggleston sees the high annual new customer rates many of the wireless
companies report as misleading.

‘‘We have to be careful to make sure the carriers who are getting the
customers are actually keeping them for a significant period of time. From
what we can see, it doesn't look like carriers are doing a good job
keeping their customers. Lenders on Wall Street beware,'' said
Eggleston.

Copyright 1999, all rights reserved.
Please report problems to webmaster.rcr@inlet.com
March 23, 1999
rcrnews.com