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WCDMA Equipment Sales Push Mobility Infrastructure Market Revenues Up in 3Q04 [DRMTDHL] According to Dell'Oro Group Business Editors/High-Tech Writers REDWOOD CITY, Calif.--(BUSINESS WIRE)--Nov. 17, 2004--Dell'Oro Group, the trusted source for market information about the networking and telecommunications industries, reported today that sales of mobility infrastructure equipment were up by $155 million, or two percent in 3Q04, due in large part to strong sales of WCDMA equipment. According to the report, WCDMA equipment sales increased by $280 million in the quarter, which offset revenue declines of $91 million and $79 million of GSM and CDMA equipment, respectively. "Service providers in Japan and Western Europe enhanced their WCDMA network capacity in 3Q04 in anticipation of increased consumer demand at the end of the year," said Greg Collins, Senior Director of Mobile Infrastructure Research at Dell'Oro Group. "For example, in mid-2004 in Japan NTT DoCoMo began offering discounted, flat-rate data and content plans for its WCDMA-based FOMA network, and in November, Vodafone launched Vodafone live!, a WCDMA-based consumer service, across 13 countries, both of which are expected to increase network usage by year-end." -0- *T Top WCDMA Infrastructure Vendors by Revenue Total Market 3Q04 Qtr./Qtr. Growth ------------ ---- ---------------- Manufacturer Revenues ($B) $1.3 +29% Vendor Rank Qtr./Qtr. Growth ------------ ---- ---------------- Ericsson 1 +15% Nokia 2 +41% NEC 3 +20% Siemens 4 +23% *T About the Report The Dell'Oro Group Mobility Infrastructure Quarterly Report offers complete, in-depth coverage of the market, including vendor shares and tables covering revenue, units, transceivers or RF carriers shipped, and average selling prices (ASPs) for base station controllers, base transceiver stations, and mobile switching centers for GSM/GPRS/EDGE, CDMA, TDMA, and WCDMA. To purchase this report call +1.650.622.9400 x223 or email [e-mail] About Dell'Oro Group As the trusted source for market information about the networking and telecommunications industries, Dell'Oro Group provides in-depth, objective research and analysis that enables component manufacturers, equipment vendors, and investment firms to make fact-based, strategic decisions. For more information, contact Dell'Oro Group at +1.650.622.9400 or visit www.delloro.com. --30--IK/sf* CONTACT: Dell'Oro Group Julie Learmond-Criqui, 650-622-9400 x223 [e-mail] KEYWORD: CALIFORNIA INDUSTRY KEYWORD: HARDWARE INTERNET E-COMMERCE NETWORKING TELECOMMUNICATIONS PRODUCT SOURCE: Dell'Oro Group Copyright Business Wire 2004 17Nov04 15:42 GMT Source BW Business Wire Categories: MST/I/CMT MST/I/CPM MST/I/NET MST/I/TEL MST/L/EN MST/R/US/CA MST/S/PDT TGT/BWN