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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 (8139)	8/23/2000 11:03:13 AM
From: slacker711	Read Replies (2) \| Respond to of 12823

Can you add any comments to them or maybe an update? Well....as you know, the wireless industry has been hammered over the last couple of months. I think that this was really a result of overblown expectation instead of any true slowdown. Here is a link providing subscriber stats from June. gsmworld.com Unfortunately I cant vouch completely for all of the numbers in the above link. Each consulting service comes up with numbers that are a little different (GSMworld uses EMC). In any case, I think the trends are clear. It shows a 23% overall increase in worldwide subs during the first 6 months of the year. Nokia has predicted that there will be 1 billion total subs reached sometime in 2002. The penetration rates are incredible....and they lead to a huge replacement market. The general pattern for mobile users is that they upgrade their handsets once every 25 months (this includes relatively poor areas). From an investment perspective, the more important number is the total number of handsets sold. Again, this number is showing phenomonal growth for an industry this large. I believe that somewhere around 275m handsets were sold last year.....TXN recently endorsed a number around 425m for this year. Next year should provide the first breakthrough for mobile phones from simply voice communications to a combination modem/PDA/entertainment device. New features will include 2.5G phones, Bluetooth, MP3 players, GPS services, and color screens. From a pure speed perspective, mobile internet access will never equal wireline. However, the various conviences that a mobile device can provide will continue to spur sub growth. JMO..... Slacker