Katz, don't miss the post about Indonesia, East Timor, the UN, Korea, Bill Clinton, politics and now CDMA is going to find a home in Indonesia. See, it's all interlinked? Ramsey has been sqawking about me ranting about politics since early 1996. But guess what, CDMA has ended up right smack dab in the middle of politics in China, Korea, Russia, Europe, [probably Japan in a quiet way], with even Bill Clinton and Al Gore getting involved. Now Indonesia. The UN issued WARC spectrum rights for Globalstar.
Yes, CDMA is the home of politics.
Even now, as you read this, Vodafone/AirTouch and Mannesman will be coming down to the wire with Vodafone to announce a big deal worldwide WWeb business arrangement.
That will NOT be a GSM overlay of CDMA in the USA. It will be worldwide WWeb access based on HDR. Mannesman shareholders will be able to participate in a European and worldwide WWeb 'instant access' offer to hundreds of millions [or billions] of people around the world.
If Mannesman shareholders turn it down, they will have some weird little GSM niche in Europe and they will be over-run by Vodafone as Vodafone overlays GSM networks all around Mannesman with CDMA as per the Newbury trials, with HDR plugging in next year.
GPRS for GSM is a dead-end. The Bleeding EDGE will never see the light of day. W-CDMA will struggle [and probably die on the vine - sucked dry by competing IPR claims and technical difficulty combined with lack of confidence in it and the pressure of time. NTT needs it NOW!!!]. Vodafone is going to do an end-run [cool USA baseball knowledge there Mq] touchdown slide for home-base using HDR.
Tuesday should be fun.
Meanwhile, CDMA is rolling out flat out in Beijing and soon the rest of China, with Kyocera cloning handset plants in China after forming the big capital-raising deals with Goldman Sachs.
2000 is going to be a LOT of fun. The New Paradigm is accelerating!! This is crazy. Fun, but crazy. When Irwin Jacobs said the fun is just beginning [a year or so ago], I didn't quite realize how much fun he was planning.
Mqurice
PS: That Mannesman/Vodafone/AirTouch stuff is wild speculation - no inside knowledge. |
