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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: straight life who wrote (12991)	7/18/2001 1:20:42 PM
From: A.L. Reagan	Read Replies (1) \| Respond to of 197378

"The content providers are appalled at how greedy the operators are," This is news? Not to anyone who's spent even a smidgen of time on the SI wirelesss and G* threads the past few years.

To: straight life who wrote (12991)	7/18/2001 7:48:38 PM
From: cfoe	Respond to of 197378

Message 16091628 Speaking Tuesday at an industry discussion on How to bill for 3G services, Aren't the SPs putting the cart before the horse? Don't they have to have a 3G service to sell before worrying about the revenue model? ... Lisa Danielsson said she was concerned "to see how operators are approaching this [their revenue strategies]. They want to recoup the money they have spent so quickly that the figures they expect to get back from content providers [which deliver their content across the mobile networks to users] is frightening. They are asking for a 40% or even 50% cut, and content owners are not prepared to give up that sort of amount," said Danielsson. Compare the 40% to 50% with the QCOM-BREW proposal of 80% to the content provides, with QCOM and the SP splitting the remaining 20%. The CDMA SPs can do this because they have not spent unbelievable sums on spectrum. This is another piece of evidence for the cost advantage of CDMA providers. Wonder which system the content providers will be more interested in providing content for????

To: straight life who wrote (12991)	7/22/2001 12:20:39 PM
From: Dennis Roth	Respond to of 197378

Mobile operators failing to 'support' mobile data roadmap totaltele.com By Husna Naujeer, Total Telecom 20 July 2001 U.K. mobile network operators are inadvertently threatening to stunt the development of wireless data services crucial to their commercial growth, according to a survey by independent industry forum WAPwednesday. However, WAPwednesday's founder and spokesperson Grant Lemke claimed: "This is definitely European-wide problem." The survey, which analyzed the responses of 200 forum members (excluding those working for network operators), found that 84% believe U.K. operators are failing to do all they can to support the creation of "compelling" mobile data services. Unsurprisingly, 53% feel that open business models, such as the one provided by i-mode to Japanese content providers, would have a positive influence in the U.K. "Sharing revenue with content providers created a 'virtuous cycle' for i-mode," said Damian Bown, CEO of U.K.-based content provider Kizoom. "The U.K. operators' failure to promote the evolution of a sustainable commercial 'food chain' for WAP over GSM will severely limit the development of the applications which are needed for the successful launch of 3G," he warned. Lemke cites the example of NTT, the company behind i-mode, which has adopted a simple revenue sharing model, charging a fee of 8% of the application developers' subscription income and also collecting considerable revenue from the airtime used to access the applications. Japan's i-mode service currently attracts more than 20 million subscribers, according to WAPwednesday. The hotly rumored introduction of interconnect charges for SMS (Short Message Service) text messaging which now typically accounts for 7 to 15% of operators' overall revenue, also got a massive "thumbs down" in the survey. The idea has caused considerable fear among content and application providers that believe this will complicate and constrain development of the SMS market further still. No operator has publicly admitted that they have plans to introduce such charges but speculation is rife, WAPwednesday said in a statement. "Interconnect fees are a re-allocation of the costs between the network operators," claimed Edward Orr, U.K. managing director of ucp UK, the company behind the uboot SMS service. "It is currently unclear if these fees will be passed on to the application service providers or the end-user." "Operators are putting themselves first, but they are shooting themselves in the foot," Lemke told Total Telecom. "Things are not right when a company puts itself before the customer. If they [the operators] concentrated on quality content, the customer would be happy and everyone wins," he said. In terms of which operators are doing the most to support U.K. content providers, Vodafone came out on top with 38%. In contrast, respondents were most disillusioned with One2One, which received a poor 4% of votes. Nearly 15% of participants could not name one operator who they believed was successfully achieving this feat. WAPwednesday, which was formed in 1999, hosts regular industry-sponsored events and discussion forums for network operators, content providers, application providers, developers and market analysts. It currently has a membership of 15,000 European wireless professionals from companies such as Orange, BT Cellnet, Kizoom.com, Supedo and Uboot.com.