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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: MikeM54321 who wrote (7350)	6/21/2000 4:13:00 PM
From: John Stichnoth	Read Replies (1) \| Respond to of 12823

Mike, Not very significant, I'm afraid. The verizon group was required to divest certain operations where there was overlap among them, and ATT ended up buying them. ATT was buyintg the customers, and of course they're going to put them on their TDMA network. This was a natural and expected outcome of the combination into a nationwide network of the Verizon players, which I believe to be the greater development. Now, there are two CDMA players with nationwide footprints, Sprint and Verizon. Also, in the scheme of things there weren't very many customers transferrred to ATT. btw, UWCC is an ATT/TDMA mouthpiece, so anything they say should be taken as from a biased viewpoint. Best, JS

To: MikeM54321 who wrote (7350)	6/28/2000 5:02:00 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

Re: Mobile Wireless Stats- 1999 Equipment Leaders Thread- Some interesting stats. Judging by the headline, looks like NT is getting no respect for being number two in the world. I was surprised to read about Ericsson and Nokia dropping market share so much. But then again, I don't know the details of what is being reported as 'wireless equipment.' Could be a lot of stuff ordered by the wireless SPs that one would not normally consider a pure wireless product. Just something to keep in mind while reviewing the summary. Total Market: $28,071,800,000 1. Ericsson 24.2% 2. Nortel 22.2% 3. Lucent 22% 4. Nokia ?(some part of 22.6%) 5. Motorola ?(what ever remains of 22.6%) 6. Other 9% -MikeM(From Florida) *********************************** Wireless Contract Awards Top $28 Billion in 1999** Ericsson, Lucent, and Nokia Vie for Lead SCOTTSDALE, Ariz., June 28, 2000 - 1999 wireless contract award values increased 21.6% over 1998 to a total of approximately $28,071,800,000 according to Cahners In-Stat Group, a high-tech market research firm. In-Stat finds that the general upturn in the wireless industry is primarily the result of dramatic increases in activity in Asia and South America, as well as the movement to GPRS and WAP-enabled 2.5 and 3G systems. This growth is projected to continue unabatedly for at least the next three years. On the geographic front, the Americas dominated 1999 with 59.7% of the total awards publicized. ROW garnered 24.2%, followed by Europe with 14.5% and Japan with 1.5%. According to Ray Jodoin, Principal Analyst for In-Stat's Wireless service, "3G continues to make its presence known, along with GPRS and WAP, however, the big news for the year is the dramatic resurgence of GSM-based technologies, which captured more than 34% of the awards." Among wireless manufacturers Ericsson and Nokia saw the most significant drops in market share at 10 and 7% respectively from the previous year, while Nortel and Lucent Technologies received the most considerable gains of 11 and 15.7%. However, despite its significant loss, Ericsson was still able to stay on top, beating out Nortel by 2% Share of Market (SOM). Nortel was able to obtain 22.2% total SOM and Lucent Technologies was firmly entrenched in third place, with a 22% SOM, followed by Nokia and Motorola. In-Stat has also found: -The top 5 major wireless companies hold 91.1% SOM, up from 80.8% last year. -In 1999, 29 companies received wireless contract awards, with only 8 of them holding market shares in excess of 1%. -With regards to technologies, CDMA locked up second-place with 28% of the awards, while TDMA continued to do well with 18%, and Wireless Local Loop had a 7% Share Of Market. -The low level of activity in upbanded GSM, both DCS-1800 and PCS-1900, was below expectations.