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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: RealMuLan who wrote (44471)1/10/2004 6:03:40 PM
From: Maurice Winn   of 74559
 
Yiwu, China Unicom can already do 3G in their existing spectrum using 1xEV-DO and it's better spectrum than 2GHz for 3G [being better in propagation, meaning base stations can be further apart than in 2GHz networks to achieve the same coverage].

Here are some WiFi vs 1xEV-DO comparisons.
airvananet.com

Meanwhile, I've invested in RoamAD, roamad.com a struggling WiFi start-up, because I think WiFi will have a place in places like downtown Beijing where hordes of people will want mobile cyberspace available and spectrum will be crowded.

China is better to go with CDMA2000 than W-CDMA. There's no need for further spectrum yet, so no hurry to issue 2GHz licences. China is just getting going on mobile cyberspace. The W-CDMA technology is still too fragile and expensive.

You are obviously unable to understand what's good for Q and what's not and just want to poke me in the eye for fun. While you are doing that, Chinese are getting interested in mobile cyberspace and Unicom's CDMA2000 is the only effective way of delivering it now. GSM-based technologies can cobble together a few bits and send them slowly. Using GSM would be like Jay playing last man standing with his fighter running at quarter speed and having no purchasing power to buy more ammo - no good when some speedy action is required.

Check the price of QCOM to see what the 'bad news' did. Giggle... if $60 resulted from bad news, it'll be fun to see what happens when there's good news.

Meanwhile, I have been in Beijing, writing China's history and plan to do more. It's great to be back after having been absent since 1923. I can now recolonize China. They seemed to love working for me. I felt like a royal visitor, with crowds of people calling hello and grabbing at my sleeves and wanting me to talk to them.

As happens in colonisation, they wrote a bit of history on me too, right there in my immune system, with three days of sars-like disease wracking my body and now a rash to deal with too. Each writes history on the other and neither is ever the same. Son is busy learning more Mandarin, becoming partly Chinese.

Happy New Year!

Mqurice
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