More... from Raging Bull:
By: corpgold
Reply To: 39318 by artk
Thursday, 13 Jan 2000 at 3:18 PM EST
Post # of 39417
"TDMA is one huge cash cow..."
well, will say immediately; the spread on earnings (ROI)for TDMA systems is
currently greater for those installing; for the operators it is a question of services
provided per individual, number of individuals served within a respective cell,
number of services utilized by each individual within that cell.
for installation, you can figure immediate potential 50% to 60% ROI for TDMA. for
CDMA immediate ROI is closer to 20% to 30%; (on average for the larger carriers
that continue to own the lines it's lower). some carriers go in the hole on CDMA
installation initially if they are able to also control the per service function - own the
lines and revenue derived from them (amount of revenue generated per individual
over time relative to services used by that individual). BlueSkyWaves (whoever he
is) seems to have studied this issue as well. As TDMA systems become more
complex, however, and as CDMA systems costs through 3g operatives begin to
fall, the immediate spread (ROI) will begin to show signs of narrowing - but CDMA
ROI will never equal TDMA. Why? TDMA is an overall less complex design and
buildout, even TDD. that simple. ADI's Orthello chipset will help decrease the cost
of GSM phones by 1/2 (according to them). no such CDMA set has yet been
developed - other than those in testing and developmental production by IDC/TI,
Nokia, ERICY, and others.
So, frankly, as the GSM platform continues to add features, GSM phones cost will
stay level, but production costs will decrease due to designs like the Orthello, and
others.
i'm not an accountant (although, as part of my formal training I was in an MBA
department). i just know some of the monetary circumstanes involved in installation
through speaking with those that have committed to the systems.
if we keep calling each other by our net names, we'll all need a permanent name
change. |
