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

To: foundation who wrote (19744)	3/1/2002 9:31:39 AM
From: foundation	Respond to of 196672

mm02 Wants Single 3G Supplier (01/03/2002, BWCS Staff) UK-based mobile operator mm02 has announced that it is considering a review of its 3G infrastructure and handset contracts in Germany, the Netherlands and the UK. Since its demerger from BT late last year, mm02 has been the full owner of its divisions in these countries and says it is now in a position to take advantage of this by choosing a single supplier to provide equipment for all three subsidiaries without having to negotiate with partners. Former parent company BT had previously awarded 3G infrastructure contracts to three manufacturers: Nortel for the UK network, Nokia for the German network and Ericsson in the Netherlands. mm02 also has a wholly owned subsidiary in Ireland, although the government there has still to award its 3G licences. The operator says it is currently in discussions with a number of network and dual-mode handset suppliers. mm02 was the first company in Europe to launch a full-scale trial of 3G equipment, launching a test service via its subsidiary on the Isle of Man last year. It appears to be in no hurry to launch commercial services across Europe, however, and says it does not expect sales of 3G handsets to take off until mid-2003. ========== No Cheer From J-Phone (01/03/2002, BWCS Staff) Japanese operator J-Phone sent a chill through the mobile world yesterday when it announced that it did not expect increased mobile data revenues from new 3G services to make up for lost voice revenues. However, it is thought by some that the company is also trying to put pressure on the Japanese regulator, which is expected to try to force mobile companies to reduce charges for mobile to fixed line calls later this year. J-Phone, which is majority owned by Vodafone, has seen its average revenue per user (ARPU) figures drifting downwards over the last three to four years. While it is convinced that mobile data revenues will rise significantly, it believes that the fall in voice revenues will be severe. Clearly this message from a country where 3G services have been commercially launched makes unpleasant listening for European mobile operators which have paid so much for their licences. J-Phone has been one of the leading lights in the new mobile services market. It launched shamail – an application which allows customers to deliver photographs to other mobile handsets, just under one year ago. According to the company, nearly 25% of its subscribers can now use this service. However, the fact that J-Phone has been able to reduce subsidies on new phones and increase its margins has cheered investment analysts. bwcs.com