First off, the tax laws in this country is not conducive for someone to gut there existing sytem and replace it. It would severely impact the bottomline and send their stock into the tank.
Secondly, T has made a big investment in cable, an industry that I have no use for, as they are the perfect example of piss poor customer service. That is a monumental task and capital investment on the part of T to leverage these assets into the converging future of voice, data and video, plus cleaning up their image of shoddy service. That in itself prevents them from making a massive change from one technology to another. Everyone thinks that the future is unplugged, well unless they free up a whole lot of frequency spectrum, that will be a slow process. The undispute leader of the pack for broabanded services is still fiber.
Third, the assumption that 3G is paved in CDMA2000 is misleading and not entirely correct. There will be 5-6 standards for operators to choose from, based on there needs and cost. It will probably deploy along the lines of their 2G selection or merely on political concerns, such as Japan or Korea, who have standards beofre the ITU. There is harmonization for these standards to have interoperatibility, but T is not going to go with CDMA 2000 or W-CDMA. There are still plenty of GSM exspansions and buildouts, as we speak, in the rest of the world. There are hardly any changing from one digital standard to another, if any at all
So while I find all the banter very amusing and creative, the simple truth is T is going with it's position and secure plenty of customers in the process. For all the noise spoken about them, their wireless divison grew 40% last Q, hardly someone that is toast or going to switch to CDMA. My unscientific polling over the years of average consumers that have no stock in QCOM, are quite happy for the most part with their phones and services. There is the usual compaints depending on those services, such as drop calls, spotty coverage, etc. None of the present 2G systems are perfect or without it's detractors. Some consumers trust the branded name of the provider and others hate them for the name alone, but hardly any buy because it is GSM, CDMA or TDMA.....
And before someone decides to smart off, it's neither a vote for or against the technology or the particular companies. Nor will it have any impact on QCOM stock, as they have done quite well without T conversion. There is plenty of pie out there for quite a few companies and technologies. |
