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To: Kent Rattey who wrote (5575)6/15/2000 9:05:00 AM
From: tero kuittinen  Read Replies (3) of 34857
 
That's a tough question - where are Australia and Hong Kong heading? Hutchison is upgrading the CDMA network; but it also believes to land the bulk of the WAP customers in GSM. It is investing in 2.5G CDMA equipment in Hong Kong; but also buying a chunk of China Unicom and apparently aiming for a mainland GSM/W-CDMA progression.

Telstra plans for 1XRTT trials with Nortel - but they are also going ahead with W-CDMA trials with Lucent.

You can take a snapshot of recent deals in different months and end up with very different spins. I don't think that the operators have committed to any grand plan, maybe they're now thinking on how to reconcile different standards.

However, this is the danger sign that Telstra, Hutchison and Vodafone have flashed repeatedly:

"CDMA and 'Boomer' Cell technology are ideally suited to Australia's challenging regional and rural environments," said Greg Young, senior product manager, CDMA, Telstra.

These operators are still signaling that they see CDMA as a rural technology. They have not backed away from GSM as the urban mobile internet platform. I'm waiting to see the actual size of the GSM-1800 and GPRS orders that Hutchison and Telstra will be placing for the new spectrum. The size of the network investment is the only reliable indicator of commitment - as it was for Unicom last spring.

Tero
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