John,
<< ADI announcement ... full and fair appreciation of the potential competitive issues is important, whether you're bullish or not >>
Good post and good questions.
<< reference to tri-band phones. Do they mean tri-mode? I thought GSM was universal and only needed one band >>
GSM in Europe is 900 MHz and 1800 MHz (Orange & Mercury one2one e.g.) and the Americas are 1900 MHz. Throw AMPS in (like the dual mode GSM phones in the US and we have 800 MHz as well. GSM "World Phones" are dual band 900 MHz and 1900 MHz, 900 MHz and 1800 MHz, and tri-band are 900,1800,1900 and may possibly be 800,900,1900. Outside the US you will have additional spectrum for 3G out there in the future.
TDMA operates in 800 & 1900 MHZ spectrum primarily so put em all together and add the ATT-BT thing and there are certainly implications for cdma growth.
If indeed, the recently announced ATT TDMA network overhaul is in fact an EDGE implementation (skipping GPRS altogether) then there are more implications.
At the very least the GSM & UWCC alliance announced in January has significant potential implications as it relates to 2G or 2.5G network choices and GSM, TDMA, v. CDMA subscriber growth for the short to medium haul.
<< I remain quite bullish on the Q, just want to see all sides >>
Same here.
Our freind Tero keeps waxing poetic about the difficulty of manufacturing a GSM/CDMA handset. I am wondering if this chipset combined with a CDMA chipset might have some positive implications for cdma (thinking about Voda,AT,BAM).
- Eric - |
