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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 (32945)	2/28/2003 10:08:58 AM
From: Jim Mullens	Read Replies (1) \| Respond to of 196633

Thanks Ben for the interesting article painting a bleak picture for European 3G. Again, the European focus is on no need for 3G until consumer demand proves a need for mobile data rather than the truth that the current WCDMA networks are incapable of offering such . It was refreshing to seen that SKT’s EV DO success was mentioned in passing, however there was no mention of “3G CDMA2000” or that 3G CDMA is operational in 20 countries with 39 operators as of last Friday and that KDDI’s 3G network is a success. The highlights I gathered from your article- 1. This year's 3GSM World Congress in Cannes was perhaps noted more for its lack of 3G-related news than for anything else. 2. "Operators, terminal developers, service providers and application developers are singularly focused on improving revenues from their current 2G businesses for at least the next three years," 3. up to 40 tier 1 and 2 European mobile operators planned to extend their 3G deployments by between 18 and 36 months. 4. though that view was countered by a number of the leading Asian mobile operators and vendors. "If multimedia is to take off, someone must take a leading role," said SK Telecom's CEO, Moon Soo Pyo Moon confirmed that ARPU on its 1xEV-DO network, JUNE, which launched in February 2002, is already "significantly higher" than the US$11 originally targeted.

To: foundation who wrote (32945)	2/28/2003 3:28:09 PM
From: foundation	Read Replies (2) \| Respond to of 196633

MobilCom trying to sell UMTS licence for one euro 28/02/2003 Editor: Jens Cornelissen Even though German mobile operator MobilCom is asking only one euro for its UMTS licence, the company cannot find a single buyer. Over the last few weeks, the struggling telco has unsuccessfully attempted to flog its licence to every major European telco and even to some US companies. In a last minute attempt, Asian companies such as NTT DoCoMo will be contacted about the tempting offer. The licence, which was bought by MobilCom in the summer of 2000 for around E8bn, includes a commitment to build up the UMTS network in Germany. The estimated cost of doing so - some E15bn - is too much for any telco at the moment. According to reports, only two companies asked for further details of the offer. MobilCom is not the first company to pull out of its licensing agreement: Orange Sweden pulled out of the UMTS market in Sweden and Telefonica has also cancelled its joint venture with Sonear in Germany. Across Europe the build-up of the new UMTS networks has been significantly delayed, with most countries not expected to have a functioning network before 2004. europemedia.net