Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Thanks for this great post sfx.
I don't think it sounds like Maurice. eom
Golf - Move to Alaska? Not much golf up there. My brother decided that he would move up there when he retired, then he thought about it some more, and just moved there anyway. So far he hasn't looked back, or down, to the "lower 48".
All you have to do to get that significance over the magic 5% level is to keep the trial going and increase the sample. The confidence intervals always contract with larger sample size (and the significance increases).
I didn't notice bnefore but Walter wasn't even including the MSM shipments which are currently about 50% or revenue and at least 1/3 of profits.
That was great. I was able to find Dr. J's response to Quentin Hardy of the WSJ responding to charges that he had wasted $20 billion in development funds getting companies like Motorola to develop CDMA.
http://web.archive.org/web/19970514131701/www.qualcomm.com/news/imj-wsj.html
Looks like "sudden" based on Moors and Cabot Webcast today (available on Q site). They said Paul Jacobs was supposed to be there but was called away on business last night.
As far as innovative displays go, I have been waiting for something that has finally evolved into this product for about 10 years, and it is still awhile away from being a mass market product - so who knows how long Iridigm will take. Rich has some good milestones to look for.
http://biz.yahoo.com/bw/050707/75402.html?.v=1
http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=4687482&tid=kopn&sid=468....
Could be a huge market. Think of the savings of getting rid of meter readers alone. Also maybe ATM's in remote locations.
http://www.kyocera-wireless.com/m2m-business/
Walk it back in time. If you want usage around the olympic sites in summer 2008, let's say you have to have it available for consumer usage from summer 2007 on just to get people to buy enough handsets to use it. Then to get the system widely deployed by summer 2007 you have to have it built by summer of 2006 just to get the bugs out and to have coverage. In order to get it built by summer 2006 you have to start planning sometime in late 2005 or early 2006. That time is coming up fast.
By the way, when you were looking for CDMA marketing in China, did you find any ads for use of the internet on mobiles? That would be where the advantage for the Unicom CDMA service would be.
Good collection of details from the FLO presentation. It was very imprressive but I forgot the details and your post gives a good rendition of all the advantages of FLO
Can someone cite a source that lists is some way those handset manufacturers who use QCOM chipsets and those who build CDMA handsets and pay royalties only (chipsets by other makers)?
In general Nok doesn't use Q chipsets (until today's announcement with SK Telecom). Others like LG and Samsung use EMP for some WCDMA models and Q for others. Mot is using Q for CDMA chips but not for WCDMA. And so on....
It is tough to track. I spent some time this weekend trying to figure out which handsets are using which chips for WCDMA (6250 vs 6000) and that is hard to do. The handset makers don't seem to report it in their PR's. The PR's from Q tend to be about the company using Q chips not particular handsets. Best I found was a slide in the March 8 annual shareholders meeting where Q circled various phone models and then indicated the chipset used in each. Even then it was a little hard to track because many of the phones are rebranded by the operator so you have to figure out what they call it in order to make the link.
Lower rate could also be from increased production out of China for domestic market which would skew the average rate downward.
Thanks Jim - very helpful to get your take on what has happened and what might be happening when!
Editor's Perspective
Flaunting 3G
By Kevin Fitchard
Oct 12, 2004
Verizon Communications CEO Ivan Seidenberg is certainly doing his best to tout Verizon Wireless' 1X EV-DO services. Today at USTA's Telecom'04, Seidenberg reiterated his goal to have 30% of its network outfitted for 3G and even attached a more substantive number to that goal: By the end of the year, Verizon Wireless will have EV-DO deployed in 30 full markets.
Seidenberg didn't elaborate on which markets, aside from the 14 already announced, but he still had plenty of reasons to hype it. Verizon Wireless is the only U.S. carrier with a nationwide 3G deployment plan laid out, and you can bet it will milk that fact for as long as it can. As analyst upon analyst has pointed out, 3G broadband will find its initial home in the enterprise--and if there's no nationwide coverage on the horizon, there's no reason to buy the service. Why buy a broadband service that works in the satellite office in Dallas, if it doesn't work outside of HQ in Manhattan?
But Verizon Wireless probably doesn't have too much longer to be boastful. Just like its original trials in San Diego and Washington, D.C., which forced other carriers to change their deployment models or bring their own 3G networks to market, Verizon Wireless' accelerated nationwide rollout will certainly light a fire under those carriers' rears. Sprint PCS, in particular, has committed to a nationwide rollout, and if its launch of CDMA 1X is any indication, Sprint doesn't buy into the gradual-introduction theory of network deployment. Sprint is more likely to flip a switch, lighting its new DO network up cross-country, than it is to announce a trial. The question is, how much of its network can Verizon Wireless upgrade before that day happens?
Sprint may have made its decision to deploy EV-DO more than a year later than Verizon Wireless, but it's probably ready to roll out services much faster, said Albert Lin, head of research at American Technology Research. Sprint could have full major market coverage nine months behind Verizon if not sooner, giving Verizon very little time to capitalize on its first-mover status, Lin said.
Until then though, expect Seidenberg to make a lot more speeches touting Verizon's newfound data capabilities. Seidenberg's got it. He might as well flaunt it.
E-mail me at kfitchard@primediabusiness.com
I think this is the more relevant comparison. It isn't how many networks are dabbling in WCDMA vs CDMA it is how many subscribers on each that are important. Interestingly enough, the number of EVDO and WCDMA subscribers are essentially equal at 8.7 million apiece. But the kicker is that there are 111 million CDMA2000 subscribers. There are, of course, no HSDPA subscribers, and with no working or announced handsets, there won't be any for a at least a year or more.
http://www.3gtoday.com/subscribers/index.html
There were plenty of scandals to go around Eric. Including the whole set up of the auction in the first place which steered it to GSM exclusivity. Later we found out there were players involved in doing this. But you singlemindedly focus only on Issa's role and his failed attempt at accomplishing anything for CDMA.
This has already been posted and discussed to a large degree on SI. One post follows:
http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=20268353&s=iraq%20wireless%20scandal%20gs....
More China hand wringing but statement at bottom says Mobile goes WCDMA and Unicom goes CDMA for 3G.
http://www.chinadaily.com.cn/english/doc/2004-09/03/content_371357.htm
Thanks for the review Mindy. That is odd about the battery life being poor or the A790. I wonder if that comes from the features of the MSM6300 chipset itself? I.e. is combining different technologies draining battery life ? Or are there are other features of the phone (battery too small) that cause this to happen?
There goes the demand for data on China Unicom. Govt shuts down ISP's providing porn linked to SMS messages on cell phones. The "single child" and easy abortion policies lead to 5 women for every 6 men and then they crack down on web porn.
China Unicom cuts ties with 45 ISPs to curb web porn
font size ZoomIn ZoomOut
China Unicom announced Wednesday that it has severed ties with 45 Internet service providers (ISP) involved in the use of cell phones in pornographic business in the past month.
China Unicom has launched a campaign to investigate all of its contracted Internet service providers. Once a service provider is found to use the short message service to charge surfers for web porn, China Unicom will close its transaction and web interface within 24 hours.
China Unicom also investigated all services charging more than 15 yuan (1.8 US dollars) per month to see whether they are related to web porn.
A nationwide crackdown on pornographic websites kicked off in mid-July, and is currently in full swing. The campaign is to rein in what the central government perceives as the harmful influences of the Internet in a country where usage has exploded in recent years, with 87 million users.
China Mobile announced last week that it would intensify its crackdown on pornographic websites which use short message services for communicating with clients.
Source: Xinhua
http://english.people.com.cn/200408/19/eng20040819_153724.html
DR- Great article from Praguepost. How do you find this stuff? Thanks.
So Hutchison is basically just trying to hang on to the CDMA2000 license in Hong Kong until it can convert it to UMTS? What a scam. Here's hoping the regulator can give it to a CDMA2000 licensee who will maintain aggressive roaming with China Unicom.
Finally some sanity on the wi-fi issue.
Dick - You might need adobe acrobat to download the manual from the sprint website. I downloaded one from there. If you do have adobe and it still isn't working just keep in mind that it takes a long time on a 56 k modem. I recall that it took a while and nothing happened for a long time before it "appeared". Good luck! k3
(1) Does anyone know when GPS will available (standard) on CDMA handsets? I prefer PCS if that makes a difference. (2) Will GPS be switchable by the person using the handset, or would I be trackable when I did not desire that to happen. (There's snow on the roof. . . .) (3) Inasmuch as GPS capability is a government mandate, should I expect the price of the instrument and monthly cost--for a tracking-only system--to significantly exceed that of current handsets?
1) As far as I know the GPS service is standard on all current Sprint PCS handsets. I have a menu that I can enable or disable on my Sanyo 4900 and now on my Sanyo 8200 phone. To enable means that others can use the GPS to find me, but even if disabled, I can call 911 and be located.
2) Yes it is switchable
3) Don't think there is any cost. Eventually it can be used with software like mapquest (a trial comes on the Sprint Sanyo 8200 for example) but it does not appear to be GPS enabled now to find the individual location. There will be a fee for this service but not for the 911 service.
Hope that helps. Would hope anyone else that can add anything about GPS services and why they are taking so long to be availble will do so.
LOL GI- Was thinking the same thing!
RHK's Shah estimates that EV-DO costs users between $1 and $3 for every megabit of information they receive or send. That compares with the 5 cents users are accustomed to paying with their in-home broadband connections.
Who is RHK's Shah? What a bunch of BS. At $80 a month for unlimited data they have just assumed that people only downdload 25-40 meg per month and divide that into the fixed fee.
CDMA handsets over global system for mobile
If it is just BREW, how do you interpret this clause? It could mean CDMA handsets "instead" of GSM, or it could mean CDMA Handsets operated on GSM networks i.e. GSM1x. You think the former?
Does this mean GSM1x?
Interest in the value-added services available on CDMA handsets over global system for mobile communication-based service is fueling profits
Oops - You are right. Mine was as if the base station only had a one mile radius.
I compare some of what happens on message boards to the way I am when I am sitting in the left field bleachers at Wrigley. The ump is always out to screw the Cubs, the fans of the other teams are total idiots, and I have never had anything nice to say about the other teams left fielder.
Slacker - think how crazy the fans at Wrigley would be if on instant replay you could show that the ump made the wrong calls on every pitch in every game for the last 18 months? If analysts are the umpire then that is essentially what has happened. Now will it continue to happen? I don't know. But it has been better to be out in front of the analysts on the upside for Q lately. If we participate on these threads to make money that has been the right side to be on.
I get 346 wi-fi hot spots to cover the area of a base station with 6 mile radius. However this is just the ratio of square feet covered by the basestation relative to the square feet covered by one wi-fi hot spot. This ignores the problem of the packing issue. In other words one would need more wi-fi hot spots to cover every part of the area because overlap would be required. On the other hand, if one allowed the corners to not be covered then one would need fewer wi-fi hot spots.
What did you get?
Assumptions from memory:
feet per mile is about 5580 ft??
pie = about 3.17
area of a circle is pie*radius(squared)
I meant to say three years not two years.
From the article:
However, the contract says the export royalty will be cut to as low as 5 percent after the first three-year period immediately following the license effective date.
I think they are complaining that the deal requires 3 years at 7% for exports. The Korean complaint is that this didn't really hurt China much for the first three years because they weren't exporting much. They complain it is too expensive to take the 7% for two years on their exports in order to get the 5%. I hadn't heard about the 3 year part of the deal before so can't say for sure it is right, but this is how I read the Korean complaint.
Of course, they should forfeight their current deal for talking publicly about a contract with non-disclosure clause but apparently they feel there are no repercussions.
I would agree with that. I look at HSDPA as EVDV for WCDMA. I suppose licensing fees could differ on any HSDPA augmentation to WCDMA relative to EVDO on CDMA1x but in any case the base system is necessary.
Apparently Modoff "sells" into his buy recommendations?
Vodafone says they are buying back 50.5 million shares. Boosting Vod in Europe.
On Yahoo message board someone said there was an SI DataBase crash and there is a rebuild in progress.
CTIA: Pedal to the Metal
March 23, 2004
Verizon Accelerates EVDO Build
--------------------------------------------------------------------------------
Soon Verizon Wireless customers will be able to cruise the web or perform tasks even quicker as the operator moves to expand its EVDO (evolution for data only)-based BroadbandAccess network service nationwide. After gaining initial positive feedback from both business and consumer customers in its two pilot markets -- Washington, DC and San Diego -- the operator is setting the elements in place to take the service nationwide.
Although Verizon Wireless’ CTO Dick Lynch would not reveal the specific markets where EVDO will be available, he did say that the operator would achieve 30-percent POP coverage by the end of this year. Verizon will reach into additional markets in 2005. Beyond footprint, the service is enhanced as it works in congruence with the existing 1xRTT nationwide network.
“One of the things about BroadbandAccess (EVDO) that’s very important to us is the backward compatibility with our National Access (1xRTT) network,” said Lynch. “This seamless handown from 1xRTT allows our customers to see a universe of data services with satisfactory broadband access speeds, but really it’s the ubiquity of the data offering that I think is going to be important to our early customers.”
Offering on average speeds between 3 Kbps and 500 Kbps, the EVDO service has the ability to burst up to 2 Mbps. And although the EVDO service certainly does surpass both EDGE and GPRS services in terms of speed, the more important aspect of the service will be the consumer and enterprise customers’ enhanced experience.
“By bringing this broadband capability to the enterprise, what we effectively refer to internally as “mobilizing the enterprise” becomes very possible,” said John Stratton, chief marketing officer, Verizon Wireless. “The draw for the enterprise customer will obviously be e-mail and personal information management, which continues to be the driving application for our EVDO deployment, but what’s enhanced is the file sizes attached to those e-mails. For the consumer, EVDO opens up a new world of rich multimedia experiences all supported by a growing array of devices.”
Previously, Verizon Wireless announced plans to expand its BroadbandAccess service throughout additional segments of its national footprint. As expected, the carrier has signed contracts with both Lucent and Nortel for network equipment.
In the first two years of its new three-year agreement with Lucent, Verizon Wireless will invest more than $525 million to expand the BroadbandAccess service. Specifically, Lucent will upgrade existing Lucent base stations with 1xEVDO Modem Cards and software as well as any necessary 1xEVDO Flexent Modular Cell 4.0 base stations. In addition, Verizon will upgrade its core network by deploying 1xEVDO RNCs and EMS (element management system).
In a two-year agreement with Nortel Networks, which was the main supplier of network equipment for its San Diego EVDO trial, Verizon Wireless is expected to invest an additional $167 million. Nortel will upgrade existing base stations throughout Verizon’s network with new Metro Cell base stations, modules and various network services.
Verizon Wireless has also entered into a joint relationship with SK Telecom, whereby the two carriers will collaborate on multimedia development and network architecture by sharing various insights and experiences, including accelerating EVDO architecture and 3G multimedia services. The goal of both operators is to educate and enhance the overall customer experience for EVDO.
Who better to partner with than SK Telecom, which has enjoyed the earliest success with EVDO services? Already 4.4 million SK Telecom customers or approximately 24 percent of the total subscriber base use EVDO-enabled handsets. SK Telecom subscribers with EVDO-enabled handsets contribute approximately 30 percent of its total revenue.
With this latest move, the gloves are now off for a real wireless-data-networking street fight, as Verizon Wireless’ competitors will now have to come up with a comparable offering.
-- Sean Buckley
Things up for today at CTIA
Jing Wang
Senior Vice President and Chairman for QUALCOMM China
Understanding the Chinese Wireless Market and Capture Growth Opportunities
Tuesday, March 23, 1:30 – 2:00 p.m. in Room B310
Followed by a panel discussion titled "Seize the Golden Opportunities as Chinese Wireless Market Migrates to 3G" at 2:30 p.m.
Benson Lam
Senior Director of Business Development
How to Successfully Tap the Wireless Market in China
Tuesday, March 23, 3:30 - 4:00 p.m. in Room B310