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To: Eric L who wrote (6213)7/29/2009 4:17:23 AM
From: henry8
   of 9246
Eric L.,

You appear to be an intelligent, articulate and knowledgeable person so I'll ignore your previously provocative comments to discuss wireless.

Before the disappearance of Nortel, I would have only partially agreed with your observations about the CDMA infrastructure market. But now that Nortel is gone -- and worse, its CDMA assets acquired by Ericsson -- I would have to agree with your more pessimistic evaluation of the CDMA infrastructure market. The future viability of CDMA operators is now in question, in my opinion. The fact Qualcomm allowed Nortel's CDMA assets to be acquired by Ericsson should be sounding alarm bells at every CDMA operator. This is a seismic shift in the CDMA infrastructure market and a very bad one. It is now a choice between Paul Jacobs staying at Qualcomm or CDMA operators going down the proverbial tubes.

Some people may feel the wireless wars ended in the 1990s, but they never really ended, they just became more subtle and covert. Ericsson's acquisition of Nortel's CDMA assets is just the latest act in this conflict.

I hope CDMA operators see the peril they face and, as you said, don't hide their heads in the sand.

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To: henry8 who wrote (6214)7/29/2009 4:33:58 AM
From: scratchmyback
2 Recommendations   of 9246
I am not Eric, but I'll write a couple of comments anyway. I think you put too much weight on current CDMA operations, because regardless of Qualcomm's actions and Nortel's fate, they will switch to LTE and other 4G solutions. Thus all the CDMA2000 infra market that is left, is mostly maintaining the current networks so that they can be smoothly upgraded to next generation technology.

CDMA operators are not hiding their heads in the sand, they are preparing for the next step. And that is where Qualcomm, Ericsson and also Nokia will be involved.

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From: Eric L7/29/2009 8:12:27 AM
1 Recommendation   of 9246
900 MHz GSM Spectrum Refarming to 3G and 4G in Europe Approved ...

... but 1800 MHz DCS/DCN (now GSM) spectrum still and issue that impacts 2G/3G GGSM/UMTS network operators that have no 900 MHz cellular spectrum and gives those that do a competitive advantage. Spectrum sharing a possible solution.

>> European Union Paves Way for Region-Wide Mobile Internet

Caroline Gabriel
28 July, 2009

The European Union has made a significant breakthrough in freeing up spectrum across the region for mobile internet services, with approval of the GSM Directive, opening up the 900MHz GSM band for advanced data.

Some individual regulators, such as Finland's, have unilaterally cleared the refarming of GSM bands for 3G (or even future 4G) usage to support broader availability of broadband services, especially in rural areas, even without new auctions. But a region-wide agreement will set the stage for accelerated expansion of these data services, while protecting existing voice phone availability.

The Council of Ministers has approved an amended GSM Directive and the law will be published in September, after which national governments will have six months to implement. "This is a very important milestone for the further development of 3G and mobile broadband in Europe," commented Wassim Chourbaji, Qualcomm's director of government affairs in EMEA.

By updating the GSM Directive, the EU "has paved the way for a new generation of services and technologies where Europe can be a world leader", said information and media commissioner Viviane Reding.

Refarming makes it more cost effective to bring 3G services to rural areas because the low frequency supports large cells, and this will be important in making the broadband stimulus plans in many countries into a profitable reality for carriers. Nations like the UK are looking to cellcos to take a major role in achieving universal broadband, using HSPA for populations underserved by wired lines. The EU says the Directive should save mobile operators about €1.6bn in network costs associated with mobile internet delivery, and that it could help achieve a European target of growing the number of mobile internet users from about 92m now, to 500m within a few years.

Modifications to the original GSM Directive of 1987, allocating the 900MHz band to GSM services, were proposed last November, mainly to allow 3G and future advanced technologies to run in the frequencies. The proposal was approved by the European Parliament in May and yesterday saw the final endorsement by the 27 EU Telecoms Ministers. The updated Directive will signed by the presidents of the European Parliament and the Council of Ministers in September and published in the EU's Official Journal. At the same time, the Commission will adopt a Decision, setting out technical measures to allow for coexistence of 2G and 3G services. The 900MHz band can be opened to other systems in future once the technical parameters for coexistence with existing GSM services has been established.

>> 900 MHz Frequency Approved for 3G in Europe

28th July, 2009

The GSM Directive of 1987 reserves the use of part of the 900MHz spectrum band to GSM (Global System for Mobile or originally Groupe Spécial Mobile) access technologies such as mobile phones. The updated Directive now allows the 900 MHz frequency band to be used to provide faster, pan-European services such as mobile internet while ensuring the continuation of GSM services.

This new flexibility will foster stronger competition on Europe's telecoms market and contribute to a more rapid and more widespread roll-out of wireless broadband services, one of the drivers of economic recovery. Industry savings of up to € 1.6 billion are expected from the reform of the GSM Directive. The renewed Directive will enter into force this October. The Commission had proposed the reform of the GSM Directive in parallel to the reform of the EU Telecoms Rules. The reformed GSM Directive is the first of several important Directives in the telecoms sector being negotiated where the agreement of Parliament and Council now paves the way for a stronger wireless economy.

" The GSM standard has been a success story for Europe, where it was born. By updating the GSM Directive, the EU has paved the way for a new generation of services and technologies where Europe can be a world leader," said EU Telecoms Commissioner Viviane Reding. "I would like to thank the European Parliament and the Council of Ministers for making this possible by swiftly agreeing to the reform of this very important piece of telecoms legislation. This reform will remove constraints on operators so that they can deploy new technologies in the GSM bands to develop high-speed mobile broadband services. This should give a welcome boost to Europe's wireless economy and help trigger the take-off of a Digital Europe."

In November 2008, the European Commission proposed to share the airwaves allocated to mobile phones with other more advanced technologies, starting with 3G mobile broadband technology (Universal Mobile Telecommunications System, UMTS). The proposal was approved by the European Parliament in May with 578 votes ( MEMO/09/219 ). With today's final endorsement of the 27 EU Telecoms Ministers, the reformed Directive can now enter into force. The new rules also make it easier to adapt spectrum allocation in the 900 MHz frequency band to allow even newer 4 th generation high-speed broadband technologies to be deployed.

Consumers' existing handsets will continue to work without problems, but they can also use new technologies to access high-speed broadband services. The reformed Directive will also have a positive economic effect on the sector and promote the take-up of new wireless services, thanks to reductions in network costs resulting from the use of lower frequency bands. This will lead to telecoms industry savings of up to € 1.6 billion in capital costs for the provision of a single Europe-wide network.

- Eric -

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From: Eric L7/29/2009 10:12:01 AM
   of 9246
Nokia: The worlds largest manufacture of digital ...

• Mobile Phones
• Smartphones
• Cameras
• Music Players

... and now, at least according to this article although I'd like to see some specific numbers:

• GPS-enabled devices

>> Global Sales of GPS Phones Seen up 34 pct in 2009

Nicola Leske
Reuters (Frankfurt)
July 29, 2009

Global sales of phones equipped with GPS chips, which use orbiting satellites to pinpoint the location of a phone user, will show strong growth in 2009, according to research firm Strategy Analytics.

"We forecast worldwide GPS smartphone shipments will grow a healthy 34 percent from 57 million units in 2008 to 77 million units in 2009," Joanne Blight, Navigation Director at Boston-based Strategy Analytics, said on Wednesday.

"GPS smartphones... are a high-growth segment that continues to expand even during the current, tough economic times."

The world's top smartphone makers include Nokia (NOK/NOK1V.HE), the world's top cellphone maker, and more niche companies such as Apple, maker of the iPhone, Taiwan's HTC and Research in Motion, maker of BlackBerry phones.

Two key factors fuelled the adoption of GPS smartphones, said Neil Mawston, Wireless Director at Strategy Analytics.

"First, there is widespread consumer acceptance of portable in-vehicle navigation devices from companies such as TomTom and Garmin in Europe and the United States," he said.

"Second, mobile navigation services are improving. There is an increasing presence of mapping applications among major smartphone vendors, such as Nokia Maps, Apple Google Maps and Blackberry Maps."

Nokia has forecast that 50 percent of its phone models sold this year will be equipped with GPS chips.

Nokia has forecast that 50 percent of its phone models sold this year will be equipped with GPS chips. Such chips are currently used mostly in top-end cellphones, but Nokia and others are increasingly looking to use them in mass-market phones as well.

GPS phones allow a host of location-based services. SiRF Technology Holdings Inc and Broadcom are two of the world's largest makers of GPS chips.

Takeup of navigation on cellphones has been seen as a threat to personal navigation device makers like Garmin and TomTom for years, and Nokia is already the world's largest manufacturer of GPS-enabled devices. ###

- Eric -

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To: henry8 who wrote (6214)7/30/2009 9:07:36 PM
From: Eric L
   of 9246
Sayonara: In re CDMA2000 & Ericsson's Purchase of CDMA & LTE Nortel Assets

Henry the 8th U'am (or were),

<< Eric L., ... You appear to be an intelligent, articulate and knowledgeable person so I'll ignore your previously provocative comments to discuss wireless. >>

This one ...

Message 25816508

What I am is the host and moderator of this Nokia board and several other boards here on SI. I'm also a NOK and QCOM investor and a participant in all active SI QCOM boards as well as this Nokia board.

Originally I was not sure how or why you selected this board to attempt to carry on a discussion with me that originated on another SI Qualcomm board. I now realize that it is because you were banned (for good reason) from the primary SI Qualcomm board, hosted and moderated by Slacker who occasionally contributes here to the benefit of us all, but more importantly is one of the most wireless knowledgeable and respected posters on mobile wireless subject matter on Silicon Investor and other forums where he and I both participate.

Neither Slacker or I are into group think, and sometimes we agree and sometimes we don't, but he's a valuable contributor and respected SI board host. Your 'let's make a deal ... big man' posts to him on the board he hosts and moderates was ignorant and had no redeeming value whatsoever.

As a newbie SI freeloader who has not taken the time to even fill out a profile, in 4 days of free membership, you have somehow managed to accumulate 16 SI 'Ignores' (and now 2 earned bans). While that may not be close to an SI record it is certainly indicative of how little you have to offer our wireless board(s) that regularly see and tolerate many divergent points of view. Your single post here is also indicative of the fact that you have little knowledge of mobile wireless industry dynamics as they currently exist.

Normally I would provide a warning either by PM or publicly from this board, or any other that I host, before instituting a ban. I should add that until now I have had no active bans for several months, and have had few ever.

That said, you are hereby banned for indefinite duration from further participation on this board, and the reason is that your single post here was not only misdirected but was both off topic -- i.e. this isn't a Qualcomm board and how PJ and his executive staff manage Qualcomm is of no interest here unless it involves Nokia partnering or an adversarial position (and none currently exist) -- but also distracting to those that regularly participate here either actively or passively.

Eric L., ... You appear to be an intelligent, articulate and knowledgeable person >>

Perhaps you are as well. Perhaps you can demonstrate that to those of us that take posting here on SI seriously. I hope so.

Prosperous Investing,

- Eric -

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To: Eric L who wrote (6218)7/30/2009 10:30:10 PM
From: DaYooper
   of 9246
Bravo Eric.

Do you have MOT in your basket? Sanjay appears to being doing a respectable job whatcha think? Earning those big bucks?

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To: Eric L who wrote (6218)7/31/2009 3:31:42 PM
From: sisuman
   of 9246

Eric - an optimistic take on cell phones. I look forward to hearing how these numbers might compare to numbers from your sources.


Friday July 31, 2009
Shipments of Cell Phones Return to Growth in Q2

Global shipments of cell phones in the second quarter climbed 4.7 percent compared to the first, marking the first sequential increase for the market since the third quarter of 2008, according to iSuppli Corp.

Worldwide shipments amounted to 265 million units in the second quarter, up from 253 million in the first.

“The moderate increase indicates the worldwide mobile handset market is bottoming out and now is returning to growth,” said Tina Teng, senior analyst, wireless communications for iSuppli. “Much of the growth was generated by two emerging regions: the Middle East and Latin America. Furthermore, several aggressive promotional campaigns boosted sales in North America, with regional shipments rising by 8 percent during the period.”

The rise in shipments is welcome news to a handset industry that has seen nine months of contraction. Shipments declined by 0.3 percent in the third quarter of 2008, by 2.6 percent in the fourth quarter of last year and by a stunning 16.4 percent in the first quarter of 2009. By the first quarter of 2009, shipments had fallen by 58.8 million units compared to before the downturn began in the second quarter of 2008.

Shipments are expected to rise by 6 percent 280.9 million in the third quarter and by 8.3 percent to 304.2 million in the fourth. Despite the quarter-to-quarter increases, annual shipments are still expected to contract by 9.9 percent in 2009, with the total for the year amounting to 1.1 billion units, down from 1.23 billion in 2008.

Big Handset Makers Get Bigger
The world’s Top-5 handset suppliers dramatically outperformed the smaller players in the second quarter, based on a preliminary estimate from iSuppli. Combined shipments for the Top-5 brands rose by 12.1 percent in the second quarter compared to the first, while all other companies together experienced an 18.1 percent plunge.

However, among the Top-5 individual company performances vary dramatically, although the rankings for these companies did not change compared to the first quarter.

The best performance in the second quarter was posted by South Korea’s LG Electronics. LG's mobile handset shipments rose to 29.8 million units in the second quarter, up 31.9 percent from 22.6 million units in the first quarter. Company market share rose by 2.3 points to 11.2 percent.

“LG strong performance in the second quarter was due to its success in emerging regions, including the Middle East and Africa,” Teng said. “The company also managed to orient its product mix to more profitable handsets including new touch-screen devices.”

Motorola Stops the Bleeding
Embattled handset brand Motorola Inc. in the second quarter managed to increase its shipments by 0.7 percent to 14.8 million units, up from 14.7 million in the first quarter. While Motorola still underperformed the market and lost share, the rise brought to an end three consecutive quarters of declines in shipments for the company.

“Motorola finally has put a stop to its shipment slide due to its improved performance in North America and Latin America,” Teng said. “With this increase in shipments, Motorola has managed to secure its No.-4 ranking in the market.”P>

Nokia Eexpands its Lead
“The No.-1 player, Nokia, has been defending its dominant position since the third quarter of last year due to rising competitive pressure from Samsung, which has been expanding its sales in Europe and in emerging markets,” Teng said. “The company also has faced rising competition from smart phone players including Research in Motion and Apple Inc.”

Nokia was able to gain 2.1 percentage points of market share in the second quarter, with its shipments rising to 103.2 million units. Samsung Electronics Co. Ltd. remains on track to achieve its target of more than 200 million mobile handset unit shipments this year. The company’s refreshed product lineup allowed it to increase its shipments by 14.2 percent and its share by 1.6 points compared to the first quarter. Sony Ericsson, however, had another disappointing quarter.

“The company is known for leveraging the brand strength from Sony and its mid- to high-end multimedia devices,” Teng said. “Sony Ericsson’s product portfolio has not been adequately aligned with the two fastest-growing segments: smart phones and ultra-low-cost handsets.”

Company shipments declined by 4.8 percent and market share dipped by 0.5 percent from the first quarter.

Read More, Mobile Handsets Show Signs of Reviving in Q2 >

Subscribe to iSuppli RSS Feed | +1.310.524.4007


Copyright © 2009 iSuppli Corporation. All Worldwide Rights Reserved. | Copyright, Quotation, and Intellectual Property Policy

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From: slacker7118/5/2009 10:41:20 PM
   of 9246
This is a hard but necessary decision. The installed base isnt buying Symbian much and this gives them a chance to really revitalize the OS.

Symbian^4 to break compatibility with S60 apps in a big way

by Chris Ziegler posted Aug 4th 2009 at 10:36PM

It's been known that the first iterations of the Symbian Foundation's platform releases are basically going to amount to S60 5th Edition Feature Packs, but what comes after that? TamsS60 recently had a chat with David Wood -- who has the rather fantastical-sounding title of "Catalyst and Futurist" at the Foundation -- and he's managed to set the record straight about how S60 as we know it will be phased out over the next few years to make way for a new (well, mostly new) development stack. Most notably, UI toolkit Qt will replace S60's legacy Avkon API around Symbian^4, which is expected to solidify in the latter half of 2010; this means that most current S60 applications will break except for low-level things that aren't using Avkon UI elements. That's a big deal and a bit of an issue considering the huge installed based of S60 users and apps -- but just like tearing off a bandage, it's gotta be done quickly and correctly for the health of the platform going forward.

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From: Eric L8/10/2009 10:43:34 AM
   of 9246
Nokia and Samsung Adressing the Meat of the Mobile Phone Mass Market ...

Comments by Eldar Murtazin in Spillikins #13 (05 August 2009):

>> ... <snip> ... For some reason many people have a very odd notion of how phone makers make their money. For example, they believe that the most expensive models constitute a decent share of their income. But nothing could be further from the truth – for most large phone makers the budget segment (up to 100 Euro) is of paramount importance. In Nokia’s books, for instance, they account for as much as half of their total sales. Samsung is not much different. One can love or hate this mass market, but the reality is that phone makers stay afloat primarily thanks to such products. The mid-tier devices have taken the hardest hit as a result of the financial meltdown (200-320 Euro segment) – their sales have slumped, as most buyers have moved to lower price brackets. At the same time the “320 Euro and higher” hasn’t been affected all that much – some price segments within this group have changed, as well as consumers’ preferences, but the volume of this market hasn’t shrunk. So as it turns out, phone makers simply have to churn out affordable models (which is what all consumers need, even in the enterprise segment), as well as support their sales in higher segments, but not overdo it, otherwise they’ll have more phones on their hands than they can sell. One of the most frequently exercised approach in this case implies creation of niche solutions in order to meet the demand and offer consumers a choice. That’s exactly what Samsung and Nokia are doing, saving their strengths and resources for the final showdown, when they’ll be the only major forces on the market, struggling against each other. It won’t happen tomorrow, but in several years’ time – for sure, since there are no other contenders on the horizon. ... <snip rest> ###

- Eric -

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To: scratchmyback who wrote (6215)8/11/2009 1:28:36 PM
From: Eric L
   of 9246
Nokia's (Two) EVPs of Services

I missed this transition.

"Starting January 1, 2009, Tero Ojanperä holds the position of Executive Vice President, Services." ... During 2008 [while Niklas Savander was EVP, Services and Software] Tero served as "Executive Vice President, Entertainment and Communities with overall responsibility for Nokia offerings in music, video and TV, games, software distribution and social networking services."

Niklas Savander is now also listed as Executive Vice President, Services ["Starting January 1, 2008, Niklas Savander is Executive Vice President of the Nokia Services unit"].

Who's on First?

- Eric -

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