20060711

Long Term Evolution and short term profits

NTT DoCoMo keep pushing LTE, 3GPP's new label for Super3G (beyond HSDPA and HSUPA - the last step before 4G), and sets an aggressive calendar : specs completed by the end of next year, TTM by the year of 2009.
Not far from DoCoMo's home turf, both KTF and SKT launched HSDPA and WiBro. The former techno is meant to become nationwide and the latter devoted to dense urban areas only... which means pretty much the same both sides of the Han river. But for the moment, WiBro is only a laptop thing (over 300 bucks per PC card plus a 30 per month plan). Since the Korean netiquette prevents people from using their handsets in the subway (definitely a change for the better for passengers), I'm not so sure everyone will connect everywhere that soon. I'd bet a few more bucks on mini mobile TV players for short sessions.
At home, even HSDPA cannot beat FTTH in the appateu areas.
Did you know Korea still represented 37% of all license fees collected by Qualcomm last year ? No wonder their armies of lobbyists keep redeeming their Morning Calm miles to and from Incheon these days. Microsoft also remain under the Korean regulator's fire as well but still have more to lose in Europe, where Viviane Reding could furthermore help broadband multiservice providers catch up financially with MNOs (international roaming charges definitely cannot remain that high that long).



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