Reports
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UK B2C E-Commerce
July 4, 2001
$2,500.00This report updates our UK E-Commerce 2000 report from December 2000 and our European B2C E-Commerce Update of April 2001. It draws ...
Sector E-commerce. -

DWDM in Europe
June 30, 2001
$2,500.00This report is based on more than 40 interviews with existing online advertisers, agencies and online properties. It highlights the ...
Sector Fixed Line (Internet and Voice). -

BT Rights Issue Pointers
June 20, 2001
$2,500.00This is the first of a series of notes on the outlook for the core fixed-line businesses of BT and the other European incumbent tel ...
Sector Fixed Line (Internet and Voice). -

3G Infrastructure
June 17, 2001
$2,500.00Estimates of the cost of building 3G networks in large European countries have tended to cluster around $5 billion per operator. Th ...
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Mobile Handsets – Sendo
June 13, 2001
$2,500.00Despite the bad news it offered the markets last week, Nokia still wields massive power in the handset market. Its market share goa ...
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The US/Europe Wireless Spectrum Paradox
June 4, 2001
$2,500.00This note examines the US 'spectrum shortage' campaign. We think that US 3G services will be forced to use existing spectrum, rathe ...
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NTL Q1 2001 Results
May 18, 2001
$2,500.00NTL's quarterly results demonstrate an abrupt change of strategy. Customer acquisition has all but ceased. Increasing telecom price ...
Sector Fixed Line (Internet and Voice). -

Mobile Market Trends and Forecasts for 2001/2
May 17, 2001
$2,500.00Our view is that mobile operator marketing strategy was the key determinant of the rate of apparent growth in mobile penetration ac ...
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BSkyB Q3 2000 Results
May 15, 2001
$2,500.00In this report Chris Goodall carries out a brief analysis of Sky's results published today and compares them to our projections. O ...
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Global Handset Market 2001
May 10, 2001
$2,500.00At the current CSFB tech conference in Barcelona Ericsson stated that the expected handset market for 2001 will now be at lower end ...
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Digital TV Update
May 7, 2001
$2,500.00We have published extensively on digital TV in the past 18 months, consistently casting doubt on the potential of TV-centric intera ...
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Pay-TV – When Will the Corner be Turned?
May 4, 2001
$2,500.00Chris Goodall has dissected the economics of the major pay-TV operators. He finds that if current trends continue, BSkyB, NTL and T ...
Sector Pay TV. -

ITV Licence Renewals
April 14, 2001
$2,500.00This note considers the so-called 'digital dividend' in light of the recent ITV licence renewals. The UK online population reached ...
Sector FTA TV. -

European B2C E-Commerce Update
April 8, 2001
$2,500.00This report updates our July 2000 report on European B2C e-commerce, with a special focus on the UK market. We estimate that globa ...
Sector E-commerce. -

UK ISPs
April 4, 2001
$2,500.00The UK online market is among the most mature in Europe: while strong growth continued during 2000 (60% increase in home users), th ...
Sector Fixed Line (Internet and Voice). -

Microsoft: Will the Giant Engulf the Mobile Phone Industry?
March 14, 2001
$2,500.00The purpose of this report is to look in more detail at the actual capital expenditures that 3G operators can be expected to make. ...
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Microsoft .NET – The Oil Tanker Turns
March 14, 2001
$2,500.00Microsoft has never made much impact on the Internet. As a result, we still have a proliferation of standards and competing supplie ...
Sector Technology. -

Wireless – Current Ideas and Issues
March 4, 2001
$2,500.00We 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). -

Sonera Smart Trust
February 19, 2001
$2,500.00