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Technology Stocks : Nokia (NOK)
NOK 6.910+0.9%3:59 PM EST

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To: 49thMIMOMander who wrote (8663)1/5/2001 9:01:46 AM
From: Eric L  Read Replies (1) of 34857
 
Ilmarinen,

<< EU will have at least 8 large operators, a minimum of 4-5 competing locally in all markets to ensure a constructive competition. This also makes it possible for smaller operators if they can cooperate. (additionally competition wire-wireless and the present 2G-3G widereaching system and more local ones like WLAN as well as broadcasting variants) >>

That will in fact happen, IMO.

Same has been really been happening in the states. Just 3 years ago we had over 300 "cellular" carriers and by the end of this year 155.

Worse thing here is we chop up the geography into little chunks, and do the same with spectrum.

This of course complicates having 3 digital technologies (4 if you count ESMR) on top of the huge AMPS base.

Add to that no roaming, technology to technology, and relatively little network to network roaming (except for GSM). This changing too as iDEN now can roam with GSM and IS-136 TDMA will shortly.

The real impact here now that M&A has finally forged several carriers that have a national footprint is on SMS and WIM.

- Eric -
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