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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Teflon who wrote (5121)8/23/1999 7:06:00 AM
From: Mike Buckley  Read Replies (2) of 54805
 
Teflon,
Good question.

If I can operate a phone using all three platforms, then I am not as tied to the CDMA platform as we have all been suggesting.

Something's gone awry if we've been giving the impression that customers are tied to the CDMA platform. Just the opposite, if you've got CDMA capability in your phone you wouldn't want to use the other platforms.

In fact, you don't have a choice. If you're in a cell that the base station is sending a CDMA signal, the chip set in your handset recognizes it as that and automatically uses that mode because it's the best mode. However, if you're in a cell where the infrastructure provider hasn't adopted CDMA, you'll be glad your phone has TDMA because something is better than nothing.

Think of your audio cassette recorder with a knob aloowing you to point toward three different kinds of tape -- the cheapy tape, the middle quality tape and the really great tape. You can play all three of them but two of the three have a lot of hiss and not nearly the tonal range. The really great tape with the best reproductive capabilities will be bought by consumers as long as there are readily available audio cassette recorders specifically designed to take full advantage of the best quality tape. CDMA is akin to the best quality tape.

Make sense?

--Mike Buckley
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