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Technology Stocks : The *NEW* Frank Coluccio Technology Forum

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To: Raymond Duray who wrote (2153)	2/25/2001 2:36:00 PM
From: slacker711	Read Replies (1) of 46821

instance, in Britain, there are 5 license holders for UMTS systems. AFAIK, there is only one incumbent, BT. So the question would be, how long will it take the other four SPs to recoup their investment, in view of the fact that they will necessarily have higher infrastucture and marketing expenses? I'm not sure if you mean incumbent as in ILEC or as in a current 2G operator. If you mean the latter, all four GSM operators in the UK have licenses for 3G. The fifth license winner was a shell company bidding for Hutchison. An interesting scenario proposed by pcstel over on the Qualcomm thread is that Nokia/Ericsson will announce GSM infrastructure operating at 2100MHz over the next couple of months. This currently wouldnt be allowed by the rules governing the IMT-2000 spectrum but it seems likely if W-CDMA were significantly delayed ('05) that regulators would change their minds. Another variable to throw into the mix.... Slacker

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