Thank you Eric for your continued gleanings of progress and pitfalls from the worlds of GSM/GPRS/EDGE/UMTS. Amongst the partisan banter that so often rules these threads, there are multi-company wireless investors here who appreciate information from all camps, colored with a balanced perspective.
I am glad you are paying attention to EDGE. This is a technology that from many outward appearances is doomed to history's trash heap (not so great technology, limited operator support), and indeed I've made investment decisions based on that assumption.
However, if EDGE does get deployed by larger N.A. and S.A. TDMA operators, as you've intimated is greater than a remote possibility, the implications for our San Diego outfit are not good, and we won't see CDMA in any form for a long time w/r/t a large part of the hemisphere's subscribers. But as your post back aways pointed out, there are many obtacles to EDGE, not the least of which is that the battered handset vendors are making tough decisions as to which product areas deserve resource investment. I'd include NOK, which has the greatest resources of all, in that camp. |
