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March 15, 2001Microsoft .NET – The Oil Tanker Turns
ReportsMicrosoft has never made much impact on the Internet. As a result, we still have a proliferation of standards and competing suppliers of the underlying technology, of which the most obvious is Java. Almost all the new generation of Internet access devices, such as phones, PDAs and TVs, all use underlying software that does not work well with Microsoft technology. Genuine interoperability is not yet available. The key points we make are as follows:
Sector Technology. -
March 5, 2001Wireless – Current Ideas and Issues
ReportsWe see European handset shipments down from 140-150 million in 2000 to 100 million in each of the next two years.
Sector Fixed Line (Internet and Voice). -
February 20, 2001
Sonera Smart Trust
ReportsSectorFebruary 15, 2001The Digital Bomb?
ReportsBy contrast, NTTDoCoMo is putting its money firmly behind mobile data. Its investment plans in Japan provide capacity for huge amounts of data transmission. Three years from now, NTTDoCoMo will have invested, it says, 1 trillion yen (10bn Euros, if our maths is correct) in obtaining 6 million 3G customers. This investment, it says, will be enough to handle over 15m subscribers and provide coverage of 97% of the population. The major services it mentions as needing 3G bandwidth are music downloads and 'image clipping'.
SectorFebruary 5, 2001Gambling and Gaming on TV
ReportsOftel appears to believe that such an arrangement would be acceptable if it 'allowed the delivery of 3G services earlier and at lower prices' than would otherwise be the case. It notes that the 3G licences do not a priori exclude infrastructure sharing' and that some forms of sharing, e.g. masts, are positively encouraged.
SectorJanuary 15, 2001Wireless
ReportsSector
January 10, 2001The Orange Prospectus
ReportsThe Orange Prospectus. We have forecast that the increase in the number of users during the whole of 2001 will be as follows
Sector
