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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: TobagoJack who wrote (10544)10/25/2006 1:25:00 AM
From: Maurice Winn  Read Replies (1) | Respond to of 217906
 
Generally accepted by 6 billion people and 50 billion machines.

Mqurice



To: TobagoJack who wrote (10544)10/25/2006 1:54:56 AM
From: elmatador  Read Replies (2) | Respond to of 217906
 
TJ, money to be made in wireless was made already from 1994 to 2000. From there, to date, everything was financed by vendors.

After that ALL activities of wireless deployment was financed by the vendors. It’s been like this:
A well connected guy gets a piece of spectrum from his friends with the government. Has no clue as to build a network. Hire a Millicom or Netcom for the technical details and plan the network. As for vendors to finance the network at the tune of 130 to 150% of the value of the contract. The part above the value of the contract is to finance operations since he’s got no money at all. Unscrupulous operators have swindled the vendors a few times already.

This has passed and we have more vendors than the market need hence the consolidation you see: ALA buys LU and NT UMTS part, ERICY buys MONI, Siemens joins NOK…

Mobile terminals? ERICY survived by joining Sony. Alcatel, Philips and Lucent long ago sold to the Chinese and Siemens had to pay BenQ to accept their factories at the tune of more than Euro300million.

The only thing that remains will be Huawei and ZTE in the future.