LAST MILE TECHNOLOGIES - Let's Discuss Them Here Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: MikeM54321 who wrote (10756)	3/22/2001 10:06:01 AM
From: slacker711	Read Replies (1) of 12823

It probably means that 3G is a LONG ways off in tech investment time as it's hard to balance a business plan to pay for hundreds of billions of capex with incremental smallish revenue streams that canibilizes voice. The recent announcements by Sprint PCS and Verizon indicate that it is going to cost them around $2.5B and $5B respectively to move to a 1xrtt/HDR network. Considering the fact that PCS's capex last year was $3B (without any 3G costs)....these dont seem to be backbreaking expenditures. As for lack of revenue....If you look at narrowband data services, I think you will see two overwhelming successes. One is (obviously) i-mode and the other is SMS messaging. I know that others think that i-mode is the result of Japanese culture (personally, I think it was the business plan/handsets)....but SMS has taken off in every country around the world (except the US). A couple of months ago, Tero estimated that operators in Europe were seeing nearly 10% of their revenue from SMS. gsmworld.com The GSM Association is already anticipating that by December 2001, we will be seeing monthly global SMS volumes achieve the 25 billion mark. And over 200 Billion in total for 2001." Snip The holiday season and New Year celebrations saw a peak in SMS messaging. The average SMS traffic per GSM customer has grown from 0.4 in 1995 to an average 35 messages per GSM customer per month by end December 2000. At least for me, the above stats make looking for a killer app for 3G almost useless. I never predicted, and still can't believe, the tremendous success that SMS has had. I figured that noone would want to hunt and peck on a keypad to try and type out a message. Why not just call the person? Yet, just like e-mail in the working world, SMS seems to have changed some social behaviors. The high-bandwidth equivalent is MMS...it allows sending photos and video clips. nokia.com It doesnt seem all that exciting to me....but WDIK? Slacker

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next