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Technology Stocks : 3G Cellular

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To: sisuman who started this subject7/18/2000 10:22:34 PM
From: Mark Marcellus   of 63
 
Part 2 of Tero's Motorola article is now public on TheStreet.com.

thestreet.com

I believe we can stipulate as to his main point, i.e. Motorola is clueless. However, the rest may be a little more controversial (although nothing you wouldn't expect from Tero):

Many current CDMA networks in places like Korea and Hong Kong are being upgraded with a technology called 1XRTT, which technically can be called cdma2000, since it is one element of this 3G standard. This gives the cdma2000 camp a clever way to promote the standard: By calling an intermediate technology "cdma2000," a veneer of 3G success can be pasted on all 1XRTT sales.

The recent series of contract losses has undermined faith in cdma2000 as a genuinely global standard. Just a year ago, Brazil, Korea, China, Russia and India were widely seen as a strong base for cdma2000 -- now these most populous nations on earth are drifting toward a common W-CDMA future. The domino effect triggered by the early W-CDMA momentum is now expected to knock down most of Asia, Eastern Europe, Africa, the Middle East and Australia.

In any event, the article is worth reading for members of all "religions".
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