Thanks, long time no hear from you. I respect your points, even though alot of the worriers on this thread will take one scap of nothing and expound on it for days.
The VOD thing.....VOD needs VZ to get experience so that they can go push their own 1x stuff into china and at least try to get table scraps over there. If anything VOD is now in serious trouble in the Euro lic deals and if they have to wait for 3 more years for it to start generating revenue, they will either have some serious accounting problems or have to go 1x overlay.
NOK handsets....NOK clearly is the one who blew it. NOK has to fix them with a recall or just let them die (along with alot of pissed off customers). The Koreans are NOT going to change their infrastructure for a late to market wannabe, nor is Sprint and VZ going to change. So the only two options NOK has is change it or let them die out. Since NOK has this WONDERFUL (yea, gimme a break...) reputation with the carriers already for producing phones that meet spec and do what they say they are doing, if NOK does not recall them, then I would assume that for all intents and purposes, NOK is OUT of the CDMA handset game. How many more times can they piss off VZ and Sprint and still be considered a viable handset supplier?
NTT - "May is like Qualcomm announcing a commercial rollout of HDR at the PCS show two years ago. " More like May is like Q's 1989 demo.......and it took until 1995 for us to get it to full market readiness....remember? If they don't already have the giant box phone, then they are much farther behind than that. It took us (you and me) 2.5 years to build ASICs that were production ready, another year or two for a phone and basestation that was fully commerical, and then it took 18 months or more for the carrier to build it out, understand it well enough to make it work, and another 18 months to distribute handsets and get the ball rolling. If they do this in less than 2 years from now to get it to the point where I can go over there and buy a phone, it will be nothing less than an amazing miracle.
So any other great worries out there and the thread wants to start looking to the sky for it to fall????
Again, the piece I published on FUD is still true. Look it up. The euros are now running scared. They screwed up fiscally and they are in deep trouble of having their major carriers go bankrupt. If that happens, other carriers from around the world can and will try to step in and buy them. This has the euros fighting hard to keep their head above water.
Hence the FT can be enticed to write anything to save the good ole boys.
Take care. |
