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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.01-0.3%Nov 14 9:30 AM EST
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To: foundation who wrote (32945)2/28/2003 10:08:58 AM
From: Jim Mullens  Read Replies (1) of 196649
 
Thanks Ben for the interesting article painting a bleak picture for European 3G. Again, the European focus is on no need for 3G until consumer demand proves a need for mobile data rather than the truth that the current WCDMA networks are incapable of offering such . It was refreshing to seen that SKT’s EV DO success was mentioned in passing, however there was no mention of “3G CDMA2000” or that 3G CDMA is operational in 20 countries with 39 operators as of last Friday and that KDDI’s 3G network is a success. The highlights I gathered from your article-

1. This year's 3GSM World Congress in Cannes was perhaps noted more for its lack of 3G-related news than for anything else.
2. "Operators, terminal developers, service providers and application developers are singularly focused on improving revenues from their current 2G businesses for at least the next three years,"

3. up to 40 tier 1 and 2 European mobile operators planned to extend their 3G deployments by between 18 and 36 months.

4. though that view was countered by a number of the leading Asian mobile operators and vendors. "If multimedia is to take off, someone must take a leading role," said SK Telecom's CEO, Moon Soo Pyo

Moon confirmed that ARPU on its 1xEV-DO network, JUNE, which launched in February 2002, is already "significantly higher" than the US$11 originally targeted.
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