SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: ronho who wrote (110102)1/1/2002 3:27:39 PM
From: ronho  Read Replies (1) | Respond to of 152472
 
In Europe, Cell phone sales runs out of steam. Same ole GSM/GPRS same ole just doesn't sell new phones in Europe.

Mobile phone firms braced for slump
Source: The Herald - Glasgow
Publication date: 2001-12-31

EXPECTATIONS of a slump in the sales of mobile phones over the Christmas period
will be confirmed in figures to emerge in coming weeks.
Industry sources suggest that net new subscribers could be around one-and-a-half
million in the final quarter of 2001, against 5.7 million in the same period in 2000.

The fall will come as little surprise as the market is now thought to be saturated,
with 75% of the British population owning a mobile phone.

In recognition of this, operators have greatly cut down on their marketing
expenditure and are concentrating on raising revenue per subscriber.

The end of the sales boom will actually be to the companies' financial advantage in
the short-term, as it will mean less money going out on handset subsidies. The cost
of acquiring a new subscriber can be as much as (pounds) 100.

Operators are also trying to increase the proportion of their subscribers which are
on contracts rather than pre-pay. This provides steadier revenue flows and
promotes higher usage.

About two-thirds of new customers are opting for contracts whereas a year ago
some 90% of sales were pre-paid sets.

Subsidies for these has been cut back drastically, particularly by the biggest players,
Vodafone, Orange and Cellnet.

Text-messaging has been heavily promoted by operators to subscribers as a way of
increasing their revenue and as a prelude to the many services which will become
available when third-generation (3G) technology comes into use.

Operators have paid billions for 3G licences but service launches are likely to be
heavily restricted by shortage of handsets.

Vodafone is still saying it will launch by the end of 2002, but this is unlikely to be
directed at the mass market. Orange will not launch until 2003 and mmO2 (the
re-named Cellnet) has said it does not expect widespread availability of sets until
well into 2003.

Some operators may also be dragging their feet over the investment in 3G
networks required in view of their current financial position and uncertain take-up of
3G services.

Publication date: 2001-12-31



To: ronho who wrote (110102)1/1/2002 3:48:25 PM
From: Neeka  Respond to of 152472
 
It is unfortunate that this article doesn't give us a clue as the the success of these tests other than data rate speeds. Seems they are exceeding expectations?

It would be nice to read a more thorough report. I know Ramsey posted something over on the other thread, and I need to print it out then spend some time wading through it.

Thanks for the post.

M



To: ronho who wrote (110102)1/1/2002 4:55:02 PM
From: Ibexx  Respond to of 152472
 
Re."CDMA technology
has been widely recognized because of its unique superiorities of better
voice quality, higher transmission speed, greater security, lower handset
radio transmission power and higher wireless data communications
capabilities."


I was often puzzled by the lack of mention of "lower upgrading cost to 2.5G" - on the part of consumer - as one of the marketing advantages of CDMA over competing technologies.

Any thoughts from anyone?

Ibexx