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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (53089)11/20/2002 8:48:03 PM
From: gdichaz  Read Replies (2) of 54805
 
Mike: Eric L has given you an answer which a European would give. (Sometimes it is hard to remember he is an American - except for his love of golf and his respect for a certain all time superstar who is at least part American - although his mother was Thai). <G>

In answer, briefly. [Eric L will no doubt be more fulsome in his answer - chuckle]

The advantages of 450 are two in main.

The distances covered are greater per base station, so in places like Russia, China, Indonesia et al it is relatively cheap compared to higher frequencies.

CDMA is the only practical game for it, the GSMers gave up.

Also in freezing out CDMA by the EU bureaucrats, this seems to have slipped between the cracks, so it could be used in Europe if the regulators would permit. I would suggest Hell will freeze over sooner. IMO and just IMO the EU will never permit the use of CDMA there except for the beloved and sanctioned WCDMA - laughingly labeled "Universal" UMTS - an absurdity on its face - but then we all have hopes, no? But there is a bit of confusion about what is Europe. Eastern Europe has 450 and is expanding its use. Importantly while joining Nato, the Eastern Europeans using 450 are not yet full card carrying EUers and therefore not behind the GSMers moat.

Hope this helps.

Await Eric L's detailed reply to you - and to me.

Best as always.

Cha2
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