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Technology Stocks : Nokia (NOK)
NOK 6.430+2.2%Jan 30 9:30 AM EST

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To: Maurice Winn who wrote (8876)1/20/2001 4:48:54 PM
From: JohnG  Read Replies (1) of 34857
 
INDIA POTENTIAL HUGE!!

India question.(See Quoted material below)
It was stated that the India WLL operator in Deli and Mam??? now has 100,000 lines available in each city
but that it can add lines 1 Laku (sp??)=100,000 at a time for a total of 300,000 in each city. There are two
questions.
1) How much spectrum do these 300,000 lines in each city represent? The gvt announcement mentions
dividing the 800/900 MHz total 20MHz of CDMA WLL reserved spectrum among 4 operators (with 5MHz
each) and that 4 more operators (again with 5 MHz each) can be accomodated in the 20 MHz of CDMA WLL
reserved spectrum in the 1800/1900 MHz band. Thus, I count the possibility of 8 WLL operators. The question
is, whether the current operator can get the 300,000 lines into only 5 MHz of spectrum, thus raising the
possibility of a future massive expansion of lines in the two cities. I think each of the two cities has some
massive large population because the total population of India is estimated as 1.014 billion as of July 2000.
2) Is this same WLL spectrum (20MHz each in the 800/900 band and 1800/1900band) reserved for the entire
country of India. If so, this raises the possibility of mobil WLL in many Indian cities. This is like Cricket in the
Us which, within a city allows all the minutes you can eat for $29.95 and mentions the possibility of
connecting the phone networks of Cricket cities togather at some point in the future.

""(ii) WLL frequency for Basic Service Operators should be same as already allotted to them in 800/ 900
MHz
Band and 1700/ 1900 MHz Band in the NFAP-2000, and also as contained in the existing Basic Service
License.
(iii) So as to increase competition among BSOs in a service area, the CDMA Band of 20 MHz in the 800/ 900
MHz band should be distributed among four operators in each Basic Service Area i.e. 5 MHz each. This is
necessary because the present proposal to allot 8 MHz to each operator will limit the competition to only 2
operators, i.e. to a Duopoly market structure which is not in the interest of consumers.
(iv) Four more BSOs can be accommodated through Micro-Cellular technology in the 10 + 10 MHz spot
reserved for WLL in 1800/ 1900 MHz Band.""
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