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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

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To: Ramsey Su who started this subject	6/22/2003 12:18:31 PM
From: carranza2	of 196713

Say what? >>> UMTS is not for data services June 19, 2003 3G is for cost reduction and not for multimedia data transmissions such as streaming video and video-telephony, according to Cambridge Consultants (CCL). "The theoretical cost per minute is eight times lower on UMTS, so what 3G is all about is increasing capacity at low cost," CCL's Jim Schoenenberger, "It's not about multimedia services, it's about reducing cost." "Voice is still the killer application," explained Schoenenberger, "and the operators' problem is that they've seen a 20% decline in ARPU in the last two years. MMS will not increase ARPU in my view, and GPRS will be sufficient for 90% of new MMS services, while demand for video is very uncertain." Schoenenberger reckons the power in the wireless telecommunications industry has shifted to the operators away from the hardware manufacturers, putting increased pressure on silicon pricing, and greater emphasis on network operating cost reduction. "The focus of the operators is not to have full UMTS coverage, but to reduce the 2G network glut at reasonable cost," said Schoenenberger. 3gnewsroom.com

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