Should any of these carriers go the GSM migration path, it does not reduce CDMA market share, but it sure blocks another avenue for increasing it.
---------
I wonder how GSM800 will effect, if at all, Anatel's problems selling GSM1900 licenses....
Or, conversely, how Anatel's problems selling GSM1999 licenses may dampen prospects for GSM800 - at least in L A....
Is it possible that LA perceptions have moved beyond GSM? Do perceptions define realities?
"..There's a reluctance to invest in technology that will soon be outdated, especially if you're not in the market already....Anatel has also been criticized for putting Brazil's new licenses on the frequency used by European technology rather than the frequency already used by Brazil's existing wireless licenses.."
Message 15291283
"..Many telecom players have openly doubted the technological lure of the new licenses, which will operate on a global system for mobile, or GSM, technology at 1,900 megahertz. Brazil's existing systems run on code division multiple access or time division multiple access technology at 800 megahertz...Anatel says the GSM system will offer operators the ability to provide more types of data-intensive services, like e-mail and stock trading, for customers wanting to accessthe wireless Web...But Telesp Celular, a unit of Portugal Telecom, said Thursday it thinks GSM isn't very attractive, and that with a bit of extra software it can come up with a way to push enough data over its network to offer such services.."
Message 15287273
Eric - the second URL is one I posted earlier in the day than your "Brazilian Wireless Auction Suspended" post on Feb 2 - you may want to read if you missed it earlier...
ben
----------
Q is behaving remarkably well, so far, considering SSB's research note!
My quandry - do I take a NTAP trading position prior to Thursday's earnings......?? The older I get, the less inclined I am to roll the bones.... And the meek, in fact, inherit nothing. <g> |
