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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?


To: Lizzie Tudor who wrote (7640)10/21/2003 10:14:27 AM
From: Proud_Infidel  Respond to of 25522
 
Mass deployment of 3G not seen until 2007

Silicon Strategies
10/21/2003, 9:50 AM ET

CEDAR KNOLLS, N.J. -- Third-generation (3G) wireless networks are just getting off the ground in some nations, but the mass deployment of this technology will not be felt around the world until 2007, according to Probe Group LLC.

Probe Group believes that 2.5G networks will push out the need for 3G. In fact, 2.5G networks are giving carriers an opportunity to judge just how much subscribers are willing to spend on non-voice and non-SMS services, according to the Cedar Knolls-based research firm.

So, the point at which 3G networks will have sufficient customers to make its presence felt by global markets won't come until some time in 2007. That date is significantly more pessimistic than previous Probe forecasts.

"On the 3G 'battlefield' carriers might regard 2.5G the way any commander regards the weather: having the potential to become a powerful ally or a remorseless enemy," said research director David Chamberlain.

However, delays in commercial deployments of 3G networks and handsets do not suggest the failure of this technology, according to Probe Group. "At this time, we should be practicing the same patience being demonstrated by the carriers and a growing number of regulators," he added.

Outside the Americas, Probe believes 3G will ultimately become the dominant mobile network in the future.



To: Lizzie Tudor who wrote (7640)10/21/2003 1:55:35 PM
From: Proud_Infidel  Read Replies (2) | Respond to of 25522
 
**OT**

Could someone please explain to me why a company which is basically a commodity business gets net margins of over 24%? In my mind, a business operating in a truly competitive marketplace selling commodity goods should not be able to garner these types of margins. IMO, these numbers show to me that perhaps the banking industry is not as competitive as many make it out to be.

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