??? ?????????(ADSL) ?????? ?????? ????? ???? IMT―2000 ???? ??? ??? ??? ????? ??? ?????.
??? ??? ??? ????? ????? ?? ??? ??? ? ??? ????? ?????.
―????? IMT―2000 ??? ?? ???? ?? ?? ???….
“37? ?? ?????? ????? ??? ?? ??? ?? ?? ??. ??? ??? ?? ???? ??? ????. IMT―2000 ????? 2006??? ? 3?2000??? ????. ?? 1?4000??(44%)? ????? ?????? ???? ??? 56%? ?????? ??? ????. ??? ?????? ??IMT―2000 ????? ?? 10%? ?? ??? ?? ???? 1400??? ????.”
―?????? ?? ????.
“?? ???????? ??? ????. ?? ?? ?? ????? ????? ???? ??? ??? ??. 12?5? ?? ??? ??. ??? ???? ????. ?????? ?????? ??? 49%? ???? ??? ??? 20%? ???? ??. ??? ?? 40%?? ??? ? ??.”
―????? ????.
“10?? ??? 2?? 10%? ??? ? ????. ??? ????? ????????? ??? ??? ??? ????? ???? ?? ????. ???? ??? ?? ????? ???? ??? ?????? ? ? ?? ??. ??? ????? ??? ? ???. ?????? ??? SK ???? LG ???? ? ???? ?????? ?? 10%? ? ??? ??.”
―??? 5?? 1??? ????? ??? ???….
“?????? IMF ?? ??????? ??? ?????? ?? ??. IMT―2000???? ???? ? ????? ??? ??? ?????? ???. ?????? ???? ????? ??? ????? ????(CB) ?? ? 3??? ???? ??? ????. ????? ? ??? ???.”
―????? ??? ???? ??? ???….
“????? ????? ??2? ? ??? ????? 1?1000???. ??? ???? ??? ??? 20% ? ????. ???? ??? ??? ???? ????.”
―ADSL ????? ??? ??? ? ?? ??.
“? 5??? ???? ???? 3??? ????. ??? ????????? ??? ????―????? 2? ??? ? ???. ??? ??? ???? ???? ???? ??? 2002??? ???? ????? ??? ??? ??.”
??? ???? ??? ????.
??????(CLSA)??? “3·4?? ???? ???? ?? 63.2%? ????? ????? 30.2% ??? ????? ?? ???”? ?? ????? ??? ??, ????? ??? ??? ??? ??(Sell) ??? ????.
??????? ??? ???? “?? ???????? ???? ? ?????? ??? ??? ??? ??? ???”? ???. ?? ??? 77%? ???? ADSL??? ????? ???? ?? 2002? ??? ????? ??? ??? ????.
???? ??? ???? “ADSL??? ???? ?? ??? ??? ?????”? ????? 4200~5000?, ????? ????(Underperform)?? ????.
????>nirvana1@donga.com
??
??
??