Thursday, October 21, 2004

Sweden - more wireless woes on the way

In a recent post on the Flarion/Siemens tie-up to take advantage of 450MHz frequency refarming (, we noted that Sweden was expected to reach a decision on licensing by the end of the year. The consultation has been published (, and regulator PTS has gone for an auction of 2x1.8 MHz in the frequency range 463.0-464.8/453.0- 454.8 MHz. This range is to be vacated by existing users by January of next year, and the license process envisages that 80% of the land area of each county in Sweden will be covered by 1st July 2007. This is actually a much less draconian build-out requirement than that faced by the UMTS players in the country. Given how tough the Swedish mobile market is already with only three 2G players and a handful of MVNOs, the arrival of a new player, perhaps with a superior data product, should do nothing to help sentiment towards operators with big financial stakes in the market (we have TeliaSonera as an UNDERPERFORM, and no rating on Tele2).

No comments: