Incorrect? It must really grate you guys to face the reality that SBC yanked out all its CDMA architecture and replace it with TDMA because then that wouldn't fit your cherished assumptions about CDMA now, would it? Analogue, shmanalogue, why don't you look at the numbers to appreciate the gravity of the loss:
every 1 million Ameritech subs - assuming $180/handset and 5-10% CDMA royalty = $9-$18 x 1 million subs = $9 to $18 million in 2g and 2.5g CDMA royalties alone.
1 million? 2 million? 3 million? 4 million? The numbers are by no means inconsequential. The numbers really start to pile up when you factor in the annual handset replacement cycle. Ouch is all I can say especially when you start factoring in the Korean and the Chinese discounts
As your weak sense of strategy, Valueman, why don't you look at the demographics and immigration trends so you can appreciate the way the TDMA/GSM crowd is tailoring its manufacturing and marketing assets to capture the sweet spots of 21st century trade routes, you know, the ole global flow of capital, goods, services and information.
Like I said many times before, the data clearly shows that WCDMA will be the preferred 3g platform.
Just as a parting example since I have absolutely no interest in a dialogue with myopic QCOM zealots, look at the profile of SBC, its $25 billion global portfolio, and its top 10 markets, and then take a good hard realistic look at Latin America to get an idea of how SBC is positioning itself in global broadband. |
