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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tero kuittinen who wrote (19767)	3/11/2000 11:41:00 AM
From: Uncle Frank	Read Replies (2) of 54805

>> The idea of setting up a competing second generation network in the autumn of the year 2000 makes no sense whatsoever. GSM has 20% market penetration in Chinese urban population; game over. I think the impetus for change will be hdr, where cdma has a demonstrated solution and gsm is apparently still in the lab. The technical issues have been discussed in detail on the qualcomm threads, but if I am to believe credible technologists like Clark Hare and Engineer, the patchwork solutions the gsm camp has proposed for hdr and 3G are much less effective and more costly to implement than Qualcomm's approach. I don't know if you attended or listened to the broadcast of the shareholders' meeting, but Dr. J focused on this issue, and I clearly see it as the key for cdma's rapid expansion. uf

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