hello eric,
an excellent, informed post.
i don't get one sentence:
<These carriers are protected by contractual commitments from the Big Three, Lucent, Nortel, to make these technologies work>
1) did you omit one when you wrote <the Big Three, Lucent, Nortel>, or are there 5: an unnamed Big Three + lu, nt? if it's a third, is that csco?
2) does being committed to make a technology work mean more than having a contract to build a system? if it's not something more, then of course they'll build the systems, but the questions will still remain: will the superior technology win out over the installed base, overcome inertia, make the prospective client give up an already enormous investment to stay current with the market's demand; will the market realize the technology is superior:
if cdma is the only one that can effectively carry the internet to the hand-held device (are they?); how can Q lose? |
