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edito 14/07/08

Dear Reader, Telcoflash will take a 4-week break for summer vacation. I hope you will also take your summer vacation and enjoy your rest. I will be back mid August. Best regards. Jean Arnal Telcoflash editor

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NGN investment policy

From time to time, problems tied to the deployment of a next-generation broadband network surface and every body is aware they are huge risky investments. Last year we successively heard the story of Telstra and DT, struggling with local (or regional)...

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Market Corner (1) - 07/07/08

A few set of market information released this week: Microsoft plans to offer its Office suite via annual subscription and monthly fee. A first for the software giant. India: Gartner forecasts that the Indian mobile telecom market would grow with a CAGR...

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Market Corner (2) - 07/07/08

A few set of market information released this week: According to Deutsch Bank, global mobile phone shipments would only increase by 6% this year (vs previous forecast of 8%) following weaker demand in Europe and general economic slowdown. China will launch...

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Subscriber stats - 07/07/08

Free (ISP in France) has 3.9m ADSL subscribers and is second in the French market to Orange with 7.6m. Third is Neuf- Cegetel-SFR with 3.7m. 3 UK has more than 3m customers in the U.K. Russia: Megafon subscriber base grew to 37m (+19%) at the end of 1Q08....

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Vendor Corner - 07/07/08

Motorola confirms it will launch a new line of phones in 2009. Meanwhile, it has made an investment in advanced wireless firm Apprion. UTStarcom will sell its personal communications division (PCD) to private equity investors for about $240m. Nokia adds...

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Operator Corner (1) - 07/07/08

Orange has launched a new international marketing campaign with the brand tagline: “Together we can do more.” In addition, Orange launches a suite of new products, such as E-reader Read&Go (a sort of e-book with news, books and cartoons), 3D TV or E-Boutique...

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Awards - 07/07/08

TeleAtlas has signed a 5-year agreement with Google to provide it with with maps and content in over 200 countries. Ericsson is providing HSxPA modules in Toshiba laptops. It will deliver remote GSM base station RBS 2111 and microwave systems to Digicel...

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Operator Corner (2) - 07/07/08

ATT relocates its HQ to Dallas, Texas, from San Antonio. ATT is rumored to be close to buying stake in Indian operator Aircel ( 74% stake owned by Malaysian Maxis), but Maxis denied. Virgin Mobile USA buys MVNO Helio (a JV between SK Telecom and EarthLink)...

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Financial Performance - 07/07/08

CSFB cut its estimates on Ericsson following Sony Ericsson’s profit warnings. Lehman Brothers raised its price target on Qualcomm by 6% to $55. Sony Ericsson warns lower 2Q sales and net income as demand is slowing and new products launch would be delayed....

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