Ericsson - Cingularorden

Vem är den stora segraren i Cingular kontraktet, Ericsson eller Lucent??

Ja, till skillnad från vad amerikanska media vill göra gällande är svaret Ericsson!!

Så här skrevs det i våras, 05-27-04 på http://www.dailywireless.org/modules.php?name=News&file=artic le&sid=2589

Notera speciellt: "AT&T is using base stations from both Ericsson and Nortel, but the new Cingular 3G system will not."


Tidshändelser 2004

05-27-04 USA

"Cingular 3G Details Thursday, May 27

More details on Cingular's 3G rollout are available from Lucent, Cingular, Unstrung, The Feature, Wireless Week and other sources (see DailyWireless Cellular At The Races).
Earlier, AT&T Wireless announced they would commercially launch UMTS in four US cities by the end of the year. AT&T never announced when it expected to roll UMTS out nationwide and now Cingular CEO Stan Sigman doesn't expect a broad rollout until 2006 on the combined network, despite whatever work AT&T has completed. Sigman said the supply of equipment simply doesn't meet their demand yet. AT&T is using base stations from both Ericsson and Nortel, but the new Cingular 3G system will not."

"Cingular's UMTS network will use Lucent's UMTS solution. It operates in the 1900 MHz spectrum, and will include testing of High Speed Downlink Packet Access (HSDPA), a technology that will ultimately support data speeds of up to 14.4 Mbps according to the company. The network also will be designed to support VoIP in the future. HSDPA will be a software-only upgrade. The equipment currently supports data speeds of up to 2mbps but ultimately could support speeds of up to 14.4mbps, the carrier said."

10-22-04 STOCKHOLM

"Så här skrev tex Bengt Göransson...(DI:SE krönika)
Så här är fakta (som Di.se rapporterade redan den 22 oktober i år):
Ericsson blir huvudleverantör med ca 45 procent av Cingulars totala ordervärde.
Lucent får ca 35 procent och Siemens ca 15 procent.
Räkna inte med att Cingulars ledning i kväll kommer att avslöja alltför mycket om procentsatser eller andra känsliga uppgifter.
3G-marknaden står inför ett avancerat rävspel mellan konkurrenterna, främst Verizon och Cingular, och ingen vågar antyda uppgifter som kan användas i det PR-spelet, berättar min uppgiftslämnare från Cingular.

Det totala ordervärdet är på 4 miljarder dollar."



11-12-04 STOCKHOLM

"Enligt Prudential väntas Ericsson får 45 procent av beställningarna, amerikanska Lucent 35 procent och tyska Siemens 15 procent."

11-12-04 NEW YORK

"(Dow Jones)--Cingular Wireless, the largest U.S. mobile-phone company by subscribers, may soon announce plans to upgrade its network to support high- speed communications, giving equipment vendors Telefon AB L.M. Ericsson (ERICY) and Lucent Technologies Inc. (LU) the lion's share of the project.
Ericsson and Lucent are likely to get 45% and 35%, respectively, of Cingular's $4 billion to $5 billion in upgrade spending over the next four years, said Inder Singh, a stock analyst with Prudential Financial, in research published Friday.
Siemens AG (SI) might get about 15% of Cingular's upgrade, Singh added, while Nortel Networks Corp. (NT), which continues to struggle through an accounting mess, "appears to have been excluded from this project."


Alltså: Testnätet från Lucent!!

Senare under sommaren/hösten börjar man (Prudential, MSI, US Bancorp,DI via Bengt Göransson) spekulera i att Ericsson kanske tar en del, under hösten tom betydande del...

Sedan konfirmeras affären igår , och det framgår indirekt att Ericsson och Lucent är vinnarna!


"11-30-04 NEW YORK (Dow Jones)--Cingular Wireless confirmed late Tuesday that it will award some $4 billion in network upgrade contracts to Ericsson (ERICY:Nasdaq - news - research), Lucent (LU:NYSE - news - research) and Siemens (SI:NYSE - news - research).
While the deal is certainly a positive for Ericsson and Siemens, it´s seen as a major victory for Lucent, which has been largely on the sidelines in markets outside the code division multiple access, or CDMA, arena.
The big losers in the deal are Nortel (NT:NYSE - news - research) and Nokia (NOK:NYSE - news - research). Both vendors have been suppliers to Cingular and AT&T Wireless in the past and were considered to be in the running for Tuesday´s award of universal mobile telecommunications system, or UMTS, upgrade contracts."

"11-30-04 NEW YORK (Dow Jones)--Siemens Information and Communication Mobile (IC Mobile) LLC and Cingular Wireless have signed a three-year agreement for the supply of GSM mobile network infrastructure.
The agreement, which is estimated to be in excess of $500 million, is designed to support Cingular Wireless as it upgrades its mobile network to third-generation wireless data technology using EDGE."

"11-30-04 NEW YORK (MURRAY HILL, N.J.)-- Cingular Wireless and Lucent Technologies (NYSE: LU) today announced a four-year agreement for Lucent to supply third-generation (3G) UMTS (Universal Mobile Telecommunications System) network equipment, software and services to support Cingular's nationwide 3G service rollout. The deployment also includes an enhanced version of UMTS technology, called High-Speed Downlink Packet Access (HSDPA), which will ultimately support theoretical maximum peak data speeds of up to 14.4 Megabits per second (Mbps)."

"11-30-04 STOCKHOLM (Ericsson)--Cingular Wireless LLC, the largest wireless carrier in the United
States, has chosen Ericsson as a supplier and integrator in the
buildout of Cingular's next generation voice and data network. Under
the terms of the agreement, Ericsson will provide a portion of
Cingular's UMTS/High-Speed Downlink Packet Access (HSDPA) packet core
and radio network equipment."

"Cingular Wireless will also benefit from Ericsson networks and
services obtained through its recent acquisition of AT&T Wireless,
which rolled out Ericsson UMTS equipment in several U.S. markets
earlier this year."





SLUTSATS: Ericsson och Lucent delar på resterande $3500 miljoner av kontraktet under 3-4 år, och eftersom Ericsson nämns först och troligen tar större delen av WCDMA-delens radioacess (Lucent är inte alls lika stora som Ericsson inom WCDMA), samt delar på core/backbonedelen med Lucent, tar Ericsson upp emot $2000-2500 miljoner.

Dessutom klarar Lucent's UMTS utrustning HSDPA bara genom "software-only upgrade" och är en "light-variant" , som inte är lika kraftfull som Ericssons HSDPA. Troligen kommer HSDPA att implementeras i både 1900 och 850 Megahertz banden, och kommer kunna interoperera med Cingular's redan existerande GSM/GPRS/EDGE nät från.

Lucent kommer att utrusta Cingular med olika produkter, men troligen blir det Lucent's Flexent One basstation (Node Bs), som har stöd för HSDPA som blir kärnan i beställningen från Lucent i Cingular's nya 3G nät.

Detta är tvärtemot vad Amerikanska media vill göra gällande en stor seger för Ericsson, eftersom man tidigare INTE var tilltänkt alls i Cingulars nya 3G nät...

"AT&T is using base stations from both Ericsson and Nortel, but the new Cingular 3G system will not."

se ovan från http://www.dailywireless.org/modules.php?name=News&file=article&sid=2589)

Från Lucents hemsida ser man tydligt att Lucent varit aktuell tidigare i Cingulars 3G utbyggnad, samt att det var Lucent och inte Ericsson som leverade testnätet i våras..

http://www.lucent.com/press/1001/011003.nsa.html http://www.lucent.com/press/0504/040526.nsa.html http://www.lucent.com/press/1104/041130.nsb.html


UNDERLAG:

Nyheten från Cingulars sida http://www.cingular.com


Cingular to Deliver 3G Wireless Broadband Services
Completion of Merger Provides Spectrum to Facilitate Widespread Growth of 3G
Services Nationwide; Consumers to Enjoy More Choices for Broadband Access;
Network Improvements and Integration Under Way

Ericsson, Lucent Technologies and Siemens selected to deploy UMTS/HSDPA
network throughout areas of the United States

ATLANTA, Nov. 30 /PRNewswire/ -- Cingular Wireless, the nation's largest
wireless provider, today announced plans to begin deploying the nation's
fastest high-speed mobile wireless data network based on international
standards. The third generation network will offer average data speeds between
400-700 kilobits per second (Kbps), and bursts to several megabits per second
on capable devices.

Cingular signed agreements with Ericsson (Nasdaq: ERICY), Lucent
Technologies (NYSE: LU) and Siemens (NYSE: SI) to develop and deliver the
infrastructure required for a broad-scale deployment of an expanded 3G
UMTS/HSDPA network.


ABOUT CINGULAR WIRELESS


Cingular Wireless is the largest wireless carrier in the United States,
serving more than 46 million customers. Cingular, a joint venture between SBC
Communications (NYSE: SBC) and BellSouth (NYSE: BLS), has the largest digital
voice and data network in the nation. Cingular is the only U.S. wireless
carrier to offer Rollover(SM), the wireless plan that lets customers keep
their unused monthly minutes. Details of the company are available
at http://www.cingular.com . Get Cingular Wireless press releases e-mailed to
you automatically. Sign up at http://www.cingular.com/newsroom .