SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: MikeM54321 who wrote (7356)6/22/2000 9:59:00 AM
From: John Stichnoth  Read Replies (1) of 12823
 
Mike, I can't offer anything on SBC's Ameritech property move to TDMA. I had noticed it at the time, and assumed it was a similar issue: A wireless operator only wants to support one mode, and SBC was already a TDMA provider.

Implied in your post is the issue of critical mass and inertia. Does CDMA lose from a thousand tiny cuts, as they lose seemingly minor battles repeatedly? Combine the SBC and Verizon conversions with a few others and you have a problem. We're not close to that yet, as CDMA remains the fastest growing of the three formats.

My belief is that ATT/TDMA is not the issue. GSM is more of a threat to CDMA. The question then becomes 3G, and whether the combined GSM forces can avoid QCOM's IPR in CDMA. (This week's Economist has an article on Irwin Jacobs, and what they're doing at Qualcomm, making this point). Was it posted here that QCOM is preparing a GSM-compliant version of HDR? (I'm sure I saw it somewhere. That's important for the inertia issue.)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News