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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: Maurice Winn who wrote (8026)9/2/2001 9:53:39 AM
From: Wyätt Gwyön  Read Replies (1) of 74559
 
hi Maurice Winn,

what's interesting in your post is the juxtaposition of these two claims:

There is a fanatical, bordering on desperate, attitude among the GSM Guild fan club members to find something, anything, to hold the line against CDMA.

and

Sorry Mucho, but humanity wants the lifestyle benefits of CDMA.

so you discuss fanaticisim... and then you smoothly switch to making claims on the behalf of "humanity". was the irony intentional?

let's see - CDMA has been succesful in two countries, USA and Korea. It's flopping in Mexico, Japan, Hong Kong, Singapore and Israel. and we're supposed to believe that two countries represent "humanity" better than the rest of the world.

here's the latest on the international CDMA operator front:

wireless.co.il

apparently Israel's Pele-Phone is following the example of its peers in Mexico, Japan, Hong Kong and Singapore by not being able to keep up with the TDMA-based rivals. Pele-Phones's dismal revenue growth relative to its TDMA and GSM rivals in Israel is only rivaled by its horrendous losses.

we are confronting some profound questions here. what do the debt load and mounting losses of operators like Pele-Phone, Pegaso and KDDI mean for "humanity"? how long will it take before CDMA-based WLL may drag hapless operators like Pegaso and Vesper into bankruptcy? will the "humanity" at least get better quality service through the miracle that is CDMA?

let's see:

biz.yahoo.com

oh, the humanity of it all...
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