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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: voop who wrote (17250)	2/5/2000 1:54:00 PM
From: Eric L	Read Replies (1) of 54805

Voop, << BTW, I have printed and read the Scott Zion provided PDF on Mobile 3G with its Eurocentric view and it is quite provocative. >> It certainly is provocative. It is a bit more than Eurocentric, IMO. The thinking of three major US based worldwide carriers ('T', Bell South, and SBC) and one major US carrier (VSTR including OMPT & AERL) with worldwide connections is most certainly reflected. << It seems clear that all European operators are having to decide now to do GPRS to get to WCMDA so even if Q's HDR is as successful as hoped, it is probably too late to change any GSM minds or pocketbooks >> I am less optimistic about this than I was 6 months ago. Vodafones decision to build out GPRS as their migration path to 3G was monumental. - Eric -

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