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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (37044)12/26/2000 12:07:42 PM
From: Eric L  Read Replies (1) of 54805
 
Cha2,

<< assume you meant plain ole vanilla 3GPP in this: "GSM & TDMA carriers representing some 480 million subscribers are evolving 2nd & 3rd generation services in 3GPP2." >>

Yes, thanks. I did mean 3GPP.

<< While GPRS is "packet based", it is a weak reed on which to lean for data (in all its forms, such as video for example) in comparison to any evolving CDMA approach currently or prospectively in place IMO. >>

I don't disagree on this.

GPRS is for data services, but not multimedia data. Realistically 1xMC phase 0 is for data services and not multimedia as well.

I see two tornados in voice and data wireless services the first and will be enabled by GPRS and to a lesser degree 1xMC phase 0.

The second will be a voice, data, and multimedia tornado enabled somewhat by 1xMC/1xEV-DO to some degree and by 1xEV-DV & wideband CDMA to a greater degree.

The 2nd tornado will not commence until late 2003 at the earliest, and will overlap the earlier tornado.

<< Yes, I agree that as of now GSM land will install GPRS. >>

Paradigm shift. GSM land has just become ubiquitous, courtesy of the monumental Anatel decision earlier this year, and the AWS technology flip.

<< what will be fascinating will be whether its reception will be widespread disappointment a la WAP or enthusiastic reception. >>

That remains to be seen. WAP enabled CDMA data in the US has accounted for about 2% penetration of existing subscribers and 1% in the WAP enabled TDMA world.

<< you - say "I hate WAP" >>

Still do. "I hate WAP". I'll be one of the early adopters of the Kyocera smart phone or something similar. Meantime I'll keep my Palm connected to the WAP enabled Audiovox POS I use.

<< curious re: your views on GPRS when you have the opportunity sometime next year to try it. >>

Not sure I'll try it (although I'm sure I'll see it in use). I'm true blue Verizon and will wait till 2002 to enjoy 1xMC.

<< Will also be interested in the reception of the superior counterpart in CDMA land of 1x. >>

Me too.

Particularly interested in HDR for portable (non-voice) wireless data but suspect that is a 2003 thing, and pricing will be key.

<< I see Edge (if it happens) as very weak competition to 1xEV - let alone WCDMA of any form or flavor. >>

Interoperability is key here.

Carriers rely on standards. GSM carriers rely on 3GPP standards. This is why it is absolutely crucial for CDG (and Qualcomm) to make the move to 3GPP at the appropriate time, if 1xEV is to play anything other than a niche roll in the multimedia wireless tornado.

<< While it is true that some limited WCDMA (of ancient vintage) will be tested in "new" spectrum by DoCoMo in Japan in May and in the Isle of Man, that is a sideshow IMO >>

I don't by the sideshow bit. It is the important debugging stage for W-CDMA. As for ancient vintage this could be applied to 1xMC in Korea right now. The MSM5000 Qualcomm chip being deployed by SKT is in compliance with a July 1999 standard for 1xMC that is NOT compliant with the IS-2000 IMT-2000 standard published in April. The DoCoMo initial implementation is in compliance with the November 1999 'R99" draft standard.

<< No substantial commercial roll out of any version of UMTS seems likely anytime soon as best I can tell >>

Commercial rollouts will commence in 2002. They will not be substantial.

<< Hence my interest in current spectrum where the players are GPRS in GSM land and the evolving 1x, 1xEV (DO first and then DV second) in CDMA land >>

Unfortunately CDMAland is considerably smaller than GSMland and woefully inexperienced in network to network interoperability (even CDMA network to network interoperability).

<< That is a comparison which is similar to an amateur taking on Ty Woods IMO - and IxEV is Ty Woods, no? >>

I think you have it the wrong way around. <g>

<< (The last is just to see if you are fully awake. <g> >>

I'm awake. <ggg>

Best,

- Eric -
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