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Pastimes : The New Qualcomm - write what you like thread.
QCOM 174.01-0.3%Nov 14 3:59 PM EST

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To: MileHigh who wrote (1379)1/10/2000 10:38:00 PM
From: Maurice Winn  Read Replies (2) of 12232
 
Vodafone is a BIG CDMA investor. They bought AirTouch. They bought a stake in Globalstar years ago as a founding partner in Globalstar LP. AirTouch is the Globalstar service provider in USA [and I think some other places]. Vodafone helped Qualcomm with CDMA overlay trials of GSM in Newbury, England at the end of 1996 and through 1997 which were successful. Ruffian gave us the old reference in the 'serious thread' yesterday.

Vodafone bought the GSM network in NZ from BellSouth and has big GSM interests in Europe - they need to go GPRS [and the Bleeding EDGE] or switch to CDMA. I bet they go CDMA rather than go to far down GPRS way - though they might have to do some while they do initial rollouts of HDR elsewhere to prove it - the USA being a good place to do it.

Hi Tero! Has Vodafone ordered any GPRS yet? I hope not! Maybe they have.

Vodafone is not lining Mannesmann up for a worldwide onslaught of GSM using GPRS. Vodafone knows data is going to be big and they started the fast-pedalling part of the bicycle race a while ago when they bought AirTouch. Nobody noticed them or thought it was too soon. Now with Mannesmann in the bag, it will be too late for others to catch them. NTT won't wait around much longer. ATT is dithering over TDMA still.

Switching analogies and thinking about 2000, last year was the start of the CDMA tsunami and at the beginning of 2001 HDR with CDMA is going to be like a 5km comet landing in the Pacific - it will be noticed as the biggest tsunami in human history. There is going to be enormous CDMA action this year with some Japanese and Korean data under way, China now officially using CDMA commercially with Unicom etc...etc....all over the place.

Mqurice

PS: Thanks for the link Climber! All 2c worth appreciated.
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