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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

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To: Ramsey Su who wrote (19183)	2/17/2002 2:51:22 PM
From: David E. Taylor	of 196421

Ramsey: The report is available at: umts-forum.org As you might imagine, the $1 trillion (yes, US $) over ten years is back end loaded, and the revenues are small until 2004 when 3G adoption is projected to take off. The report estimates 134 million 3G UMTS users worldwide in 2005, 3G revenues at $68 billion, 3G ARPU at $42/month. By 2010, the number of 3G users is projected at 864 million, 3G revenues at $320 billion, ARPU at $31/month. Voice services are projected to be about one third of these revenues, and Asia Pacific leads the way in subs numbers. If their 3G subs projections prove out (and they don't seem unreasonable given the projected GSM/UMTS overall sub growths being bandied about), and the projected additional 3G services prove attractive to users, there's no reason to suppose these revenue numbers won't be achieved. As I said, they must be able to make a business case for 3G, even if it's only to themselves. David T.

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