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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 175.07+2.6%3:59 PM EST

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To: Ramsey Su who started this subject2/1/2001 6:15:54 PM
From: carranza2  Read Replies (2) of 196818
 
These figures for data penetration are great. How reliable a source is the Strategis Group?

Mobile Data Penetration to Be Nearly 60% By 2007, Says The Strategis Group

Wireless Phones, Pagers and Modems to surpass PCs as most popular internet access devices

1/29/2001 WASHINGTON/PRNewswire via COMTEX/ -- Mobile data will have a U.S. population penetration rate of nearly 60% by 2007, up from its current 2%, according to a new report released by The Strategis Group. This better-than-expected growth is attributed to aggressive deployment of high-speed services in the United States. In US Mobile Data Marketplace, The Strategis Group examined wireless technologies, such as cellular/PCS, two-way paging, messaging and mobile satellite and gauged their growth potential in the burgeoning mobile data market.
The Strategis Group projected the size of the market will increase exponentially, with mobile data subscribers growing from 5 million in 2000 to 172 million in 2007. The highest growth will be in packet data over cellular/PCS networks, which will comprise 67% of the mobile data market in 2007.

"With AT&T's announcement of plans for a GSM/GPRS network, the mobile data bandwagon has gathered steam," said Naqi Jaffery, vice president and director, North American Wireless at The Strategis Group. "This follows Nextel's launch of a high-speed, packet-data network, the launch of digital PocketNet service, the deployment of circuit-switched CDMA and the availability of two-way SMS on TDMA and CDMA networks. With all of these factors coming together, that bandwagon will only continue to accelerate."

Market Share of Mobile Data Technologies, 2007
Packet Data Cellular/PCS 67%
Dedicated Data 16%
SMS 14%
Circuit-Switched Cellular 3%
Mobile Satellite 0.4%

Source: The Strategis Group, Inc.

During 2000, Metricom launched the highest speed packet switched network to-date, and Jaffery sees this as a key to the growth as well. "This was an attempt to exploit the window of opportunity afforded to data-only networks prior to the advent of high-speed packet data over cellular/PCS network. In addition, the two-way paging and messaging markets became ripe for growth, targeting both mobile professionals and several niche vertical market segments."

The Strategis Group will hold a free conference call on Thursday, February 1, at 2:00 pm EST to discuss findings from US Mobile Data Marketplace. The call will feature a presentation by one of the authors, Cynthia Hswe, followed by a brief question-and-answer period. Interested participants should contact Laura Wert at 202-530-7510 or lwert@StrategisGroup.com.

The Strategis Group, a C7 company -- with offices in Washington, DC, London, Singapore and Sao Paulo -- publishes in-depth market research reports, provides customized consulting services, and supplies continuous information solutions to the broadband, wireless, cable TV, satellite, Internet and competitive telephony industries. The Strategis Group's focus is pure telecommunications, providing strategic information to decision makers in the dynamic global marketplace. For more information on this publication, please contact an account executive at 202-530-7500 (voice), 202-293-7933 (fax) or sales@StrategisGroup.com (email).

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