Vodafone-Airtouch (NYSE: VOD) Message Board

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Technology Stocks : Vodafone-Airtouch (NYSE: VOD)

VOD 13.10

+0.3%

Dec 24 12:59 PM EST

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To: gdichaz who wrote (3101)	3/8/2001 8:53:57 PM
From: MrGreenJeans	Read Replies (1) of 3175

gdichaz Therefore I am asking your judgement as to which way VOD will tilt - the CDMA upgrades, or wait for W-CDMA - not in Eruope which is closed to any CDMA except UMTS, but elsewhere. Seems like VOD is tied to the European approach. Yet there is the small CDMA experience too. An economist I am and engineer / technician I am not so I will leave this question to perhaps Jules Shear who posts here from time to time but I will add since they are the largest mobile phone company in the world whatever they decide upon will set the standard. So what does VOD do when it stops the swallowing of companies. Is there anything else? I think the swallowing of companies still has a way to go for example they have a foothold in the domestic operations of Verizon Wireless (45%) and may at some point take them out. They have an interesting relation building with China Mobile and have stated they would take a much greater percentage stake in CHL up to 49% or more if they were allowed. They have no or little business in Latin America and South America...will they bid for Telefonica at some point or TEM? All are possibilities. Mobile penetration rates are still low in many countries excluding the major countries in Europe, SMS and data transmissions seem to be growing, the US seems to be three to five years behind in mobile compared to Europe a growth opportunity for Vodafone, the mobile internet may or may not fully develop...and applications not thought of as of yet create an untold number of possibilities. Vodafone has suggested that profits will be at record numbers when reported in May 2001 and I believe they will be hugely profitable in the years ahead. My only concern at this point is that with a lower stock market capitalization they may be ripe to be bought out in a stock swap by another telecom...did someone say SBC...? It may be hard to believe but this possibility crosses my mind every once in awhile.

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