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To: justone who wrote (8495)	9/14/2000 11:04:45 AM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

"A large part of the business case for broadband is to assume voice revenues for mult-line services: is this a valid assumption?" justone- Can you reword that question? I don't quite understand what you are asking. I can guess but I don't want to get off track if my assumption is wrong. Thanks. -MikeM(From Florida) PS I have some recent worldwide stats thanks to slacker. I'll dig up and connect to my older worldwide stats now. It may take awhile to find them and format for posting.

To: justone who wrote (8495)	9/14/2000 12:32:03 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 12823

justone, I think that many (including myself) are of the opinion that WAP is a transitional fix. That is, it is a cleverly designed bandaid that is used to overcome the circumstances that are engendered by the speed limitations and usage costs of CDPD and older analog modes of data transmission. Maybe WAP will persist on its own merits for certain niches for longer periods of time, but I don't see it retaining popular status once the so-called 3G'ers come into play. A lot will depend on the individual 2.5 and 3G implementations, how sticky certain WAP operators' web sites can make themselves -- the sites must be tailored to WAP protocols --, and how successful the next gen rollouts actually are. WAP, IMO, based only upon what I've read on these topics, has too many limitations to allow it to be used as a mainstream vehicle over the longer term. But it 'is' conducive to IP and low volume messaging at attractive costs. I ask the following because I don't know (not rhetorical): Is SMS as conducive to IP networking in its native form? Maybe that's a silly question, because anything can be encapsulated. But is it done with SMS in an elegant manner? Which of them would you consider most open and most extensible, in terms of breadth of applications and networkability, and which is not? I'm not conversant in the SMS protocol and its primitives, as I suspect you are. TIA. FAC

To: justone who wrote (8495)	9/14/2000 7:28:39 PM
From: slacker711	Respond to of 12823

If wireless is growing at 50% rate, we are probably replacing the handset something like every two years. I believe I remember reading a report (Dataquest?) that stated the average handset was being replaced every 25 months. As of the end of August the GSM association estimate that their are 613.6m wireless subs. gsmworld.com Slacker

To: justone who wrote (8495)	10/5/2000 1:37:53 PM
From: MikeM54321	Respond to of 12823

Re: Mobile Wireless Stats - Handset Sales 2Q00 Thread- Just a re-write of previously posted stats for easy reference. -MikeM(From Florida) *************************** Worldwide Mobile Phone Sales Estimates for Second Quarter 2000 (Thousands of Units) Company 2Q00 Shipments 2Q00 Market Share (%)** Nokia 26,947 27.5 Motorola 15,289 15.6 Ericsson 10,132 10.3 Panasonic 5,506 5.6 Alcatel 5,471 5.6 Siemens 5,428 5.5 NEC 5,417 5.5 Others 23,790 24.3 Total Market 97,979 100.0 Source: Dataquest (September 2000)