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To: gdichaz who wrote (2056)9/7/1999 9:25:00 AM
From: tero kuittinen  Read Replies (2) | Respond to of 34857
 
I'd like to see some money on the table from the operators - other than NTT-DoCoMo, which is apparently already in the 10 billion dollar investment range. England's 3G licenses have been postponed indefinitely. Finland's licenses were given to four operators - none of which have made any investment projections. Those operators that have been granted 3G licenses seem to be pursuing 2.5G solutions in parallel - witness Sonera's GPRS and HSCSD roll-out. Are they rolling out these GSM data-speed boosters as a short term solution - or are they hedging their bets?

Everybody talks about 3G, but I'd feel better if we started seeing some numbers. Such as projections of how much video streaming will actually initially cost. Skeptics are already claiming that the per minute charges for 1 Mbps data delivery services will start in the 2-5 dollar range. We might as well stop talking about "replacing" second generation digital standards if the 3G price range is anywhere near this range. 3G handsets have been mooted to debut around the 1'000-1'500 dollars. There's a whole lot of price erosion to take place until those 200 million Chinese middle class consumers jump aboard.

Labrador - AT&T does seem to be in a bind. Their current network is not suited for data. Either they invest a lot in upgrading it or they bet that mobile data will not be the killer app for most US consumers.

Tero