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Technology Stocks : Bluetooth: from RF semiconductors to softw. applications

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To: Mats Ericsson who wrote (55)11/14/1999 1:14:00 PM
From: Mats Ericsson  Read Replies (1) of 322
 
GartnerGroup Says USA focusing on the PC and TV set-top boxes as consumers outside the US have been adopting mobile telephones.

Mobile and Wireless Technology to Change E-commerce
(November 2)

Speaking at GartnerGroup's European Symposium/ITxpo '99
conference in Cannes, analysts today mapped out their vision of
how the growth of mobile phone adoption is set to rewrite the
rules for E-commerce. Analysts said that while the United States
is focusing on the PC and TV set-top boxes as the principal
channels for business to consumer E-commerce, consumers outside
the US have been adopting mobile telephones. This trend is
particularly clear in Europe, where mobile phone adoption
outweighs Internet adoption at a ratio of 4:1, and GartnerGroup
predicted this is where Europe will not only catch up, but also
leapfrog the US in embracing E-commerce.

Mobile phone adoption is growing across Europe and mobile phone
penetration in Europe will exceed an average of 60 percent of the
population by 2004. The large number of mobile phone users
combined with the emergence of wireless technologies such as
Bluetooth, WAP (Wireless Application Protocol) and common mobile
device operating systems represent opportunities in mobile E-
commerce both via Web enabled and direct consumer to business
models during the next 36 months.

GartnerGroup predicted that by 2004, at least 40 percent of
business to consumer E-commerce transactions outside North
America will be initiated from portable, cellular-enabled
devices.

Analysts explained that WAP technology represents the mobile
passport to the Internet, performing as a micro browser and
customizing web content for small display on the mobile phone.
The company's forecasts show that over 95 percent of mobile
phones shipped in 2004 will be WAP-enabled. While WAP utilizes
the Internet, GartnerGroup pointed to Bluetooth as another
groundbreaker in the mobile E-commerce story. Bluetooth is a
wireless technology designed to provide mobile devices with a
short-range connectivity solution.

GartnerGroup predicts that more than 75 percent of handsets
shipped in 2004 will be Bluetooth-enabled and said it will be one
of the biggest drivers in the adoption of E-commerce in Europe.
The research group urged companies to evaluate Bluetooth not just
as a cable replacement tool, but also as a real generator of E-
commerce opportunities.

GartnerGroup suggested that the success of the mobile phone in
Europe can be explained by the three U's: Ubiquity, Utility and
Usability. Neither the PC nor the TV passes these criteria. In
fact, GartnerGroup predicted that the volume of annual shipments
of portable Internet-enabled devices would exceed that of PCs in
2003.
from WAVE
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