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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 170.58-0.2%12:01 PM EST

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To: foundation who wrote (30586)1/1/2003 8:36:18 AM
From: foundation  Read Replies (1) of 196570
 
The BIG story for mobile Europe in 2003 will be:

A) NO commercial 3G - only a scattering of figleafing, soft-headed launches in the Sonera tradition. The industry press grows progressively critical of industry "sources" and begins asking vendors the tough questions.

B) A disappointing year for GPRS. Pricing remains high to protect capacity for voice. Network, backhaul and software incompatibilities continue to hinder take up of MMS among those willing to pay steep prices.

C) As evidenced in recent articles, Asia handsets are in vogue for Europe in 2003. As Asia is acknowledged de facto leader in 3G mobile technologies, handset designs from Japan and Korea are the new rage. Carriers are further motivated to shop in Asia for competitive pricing and receptivity to carrier branding initiatives. Handset stylist Nokia learns the hard lesson of the fashion industry: live by the hemline... die by the hemline.

D) Irwin Jacobs steals the show at Cannes in February.

Happy 3GSM New Year!
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