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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 (7434)	8/25/2000 4:53:30 AM
From: elmatador	Respond to of 12823

Wireless Contract Awards Top $28 Billion in 1999 MY COMMENTS IN CAPITALS 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, PRE-PAID IS RESPONSIBLE FOR THIS UP TURN. 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. MOST EUROPE WILL BE RESPONSIBLE FOR THIS GROWTH. 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%. THE AMERICA'S STILL BE THE GROWTH AREA DUE TO LOW PENETRAION THERE 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%. THIS IS MISLEADING. ERICY AND NOK'S SIGINIFICANT DROP IS IN TERMINALS BUT NOT IN INFRASTRUCTURE WHICH FROM WHERE THE REAL PROFITS COME. 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. UPBANDED GSM WILL GROW. FIXED-MOBILE CONVERGENCE WILL PUSH THIS UP.