METRICOM - Wireless Data Communications Message Board

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Technology Stocks : METRICOM - Wireless Data Communications

MCOM 0.00600

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Nov 26 3:03 PM EST

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To: Clarksterh who wrote (2039)	1/27/2000 12:38:00 AM
From: Gus	Read Replies (1) of 3376

, if you concede that DDI/IDO CDMAOne is growing much, much faster in percentage terms..... I expect that to take well over a year for W-CDMA (in contrast, I expect that, as an evolutionary product, it will take only a few months for CDMA-2000). But of course. In Japan. In North America. In a market nearing saturation like South Korea which accounts for 50-60% of its 50 million installed base. But, percentage AND absolute numbers count in a global tariff business like global telecom. You know that, Clark. As for CDMA-2000, why? TDMA/GSM is vastly cheaper where voice is the driver of demand, which is why wireless is expected to crossover with wirelines in the next few years. As for wireless data, Metricom has time to market advantages that probably means that it will be closer to the way the market adopts wireless data. (Note that you missed another cost differential between CDMAOne (or any CDMA) and GSM. CDMA is more complex, and therefore the hardware is almost inevitibly more expensive per line.) Not really. This combined with the vastly more expensive technology needed for CDMA ($300,000 per base station compared with $80,000 for TDMA) calls into question what real savings CDMA technology can offer. webproforum.com Would you believe that the lowest possible bill of material for a complete GSM handset is now $40? ebnews.com Nice typing at ya'.

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