Market Researches - 14/7/5

• Service provider capex spending totaled $207bn in 2004, according to In-Stat, and will continue to grow moderately over the next five years to reach $78bn in 2009.

• According to Forrester, enterprise telecom capex should rise 3.4% this year. VOIP, IT security, and mobility should account for the bulk of expenses.

• Handset revenues should be $112bn this year, according to In-Stat.

[That would give an average selling price at $ 150- $ 170. Is it the impact of 3G handsets?]

• Point Topic assessed the European VOIP market (excluding PC -to-PC phone services such as Skype) and found France is the leading country with 1.2m users, ahead of Italy with 0.53m and Germany with 0.22m users.

• According to the FCC, US high-speed connections rose 34% to 38m by the end of 2004.

• Always according to the FCC, wireless lines surpass for the first time fixed lines in the US. There are 181m mobile lines vs. 178M fixed lines.

• Forrester Research found that US and European businesses are adopting mobile applications more quickly than they had planned. 50% of respondents had deployed wireless applications such as e-mail, calendars and employee content.

• 94% household penetration for PCs in Guangzhou (China) and 54% of the surveyed households are internet users.

• According to Frost & Sullivan, revenues of fixed messaging market could reach €919m, dominated by e-mail.