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Technology Stocks : VitalStream Holdings Inc. (VSTH)

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To: Paul Lee who started this subject7/6/2000 5:13:38 PM
From: TeamTi   of 447
 
More fishy news.

home.globes.co.il

"Cellcom, which currently leads the market, is expected to find itself in an inferior position. Due to the limitations of its technology, its current network cannot be upgraded. The company decided to upgrade its network from TDMA to an intermediate generation technology called edge, which makes possible data communications at the rate of 384 Kbps. This decision, which was made only recently, requires the replacement of most of the company's infrastructure components, at an investment of hundreds of millions of dollars.

Cellcom's only remaining alternative is to replace its infrastructure in a manner compatible with one of the two third generation technologies, which are based on GSM and CDMA. Cellcom appear to have chosen GSM. "

- and -

"Cellcom's salvation in the data communications field will apparently come from a different direction. The company is currently negotiating with Net2Wireless for purchase of its Gate3 product. The product will be commercial at the end of the year, and will accelerate data communications speed by a 5-10 times for any cellular operator, in any technology whatsoever, of any generation. If it acquires Gate3, Cellcom will be able to enter the Internet world. As of now, the system of Net2Wireless is experimentally installed at Partner, and is about to be installed at Pele-Phone also. "

Analysis:

3 major cell operators in Israel - Pelephone, Partner and Cellcom - according to this article - can't check it myself as I have no further information.

Cellcom is TDMA - and migrates to EDGE - standard migration path.

Then the article further states Cellcom will migrate to GSM. The tiein to N2W is that N2W's product is GSM based for now.

But you don't just decide to migrate from TDMA to GSM - doesn't make sense. They are both 2G tech. Edge is 2.5G and Edge + is 3G. Something rings false.
and

"
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