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Technology Stocks : The *NEW* Frank Coluccio Technology Forum -- Ignore unavailable to you. Want to Upgrade?

To: Frank A. Coluccio who wrote (5335)	3/26/2002 5:51:00 AM
From: elmatador	Respond to of 46821

Shosteck's $300Bi author replies: Hi Osvaldo, I ran into Herschel Shosteck at CTIA and asked him to come up with a number off the top of his head, so it's not a number they published in their research reports on it or anything. When I asked him what he put into $300B, he said he was adding in the $100B that European carriers spent on spectrum, as well as how much the infrastructure would cost, then marketing, training, rolling out the services. I talked to Keith Mallinson at the Yankee Group later that day and asked what he thought of the number and he said the number was definitely over $100B, and that it didn't really matter once you get over $100B. Hope that helps. Do you work in the wireless industry? -Sharon . . . . . . . . sharon pian chan seattle times technology reporter w 206.464.2958 m 206.423.5859 -----Original Message----- From: Osvaldo Coelho [mailto:o.coelho@terra.com.br] Sent: Sunday, March 24, 2002 12:13 PM To: Sharon Chan Subject: $300 billion for all the carriers to roll out 3G?? Hi Sharon, Re: your article "CTIA 2002: Wireless expectations slip for '3G' advances" start being a hot topic in Silicon Investor's Threads. A few people is am finding Shosteck Group's figure too high. I would love to see a breakdown of these USD300Bi. My own guesses: 1) Would this be the costs for greenfield build up But 3G re-utilizes a lot of the 2G infra. 2) In these USD300bi are USD100bi for spectrum a la Europe? Unlikely. No one would transfer such amount to the US government under today's market conditions. I am sure you have background information behind the article. Are there Internet sources that support Shosteck Group's claims? Thanks in advance Osvaldo Coelho Av. Anita Garibaldi, 964 80540-180 Curitiba Tel/Fax: +55 41 352-3564 Mobile: +55 41 99011490 o.coelho@terra.com.br