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Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated
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To: Eric L who wrote (418)11/30/2003 8:40:40 PM
From: tinkershaw  Read Replies (1) of 2955
 
Eric,

What is the motivation do you think for this predominance of GSM? Is it simply that the equipment is proven, readily available, and less expensive, and that any increased spectral efficiency is not worth the cost of moving to CDMA? Or is it simply adopting the worldwide standard?

(2) I have some concerns about W-CDMA adoption, althought I do firmly consider this to be in the CDMA camp. The handsets are suppose to be more expensive than they would be had everyone been sensible enough to toe the Qualcomm line.

Do you see any of this taken into account with W-CDMA adoption rates? I am very concerned with the W-CDMA premium. I guess we will find out in Japan in the not too distant future.

(3) EDGE is often scoffed at, laughed at. In your opinion, how inferior do you think EDGE will be, practically speaking, to EV-DO?

The only way to remove an existing standard is to bring in something enormously better. Do you see this happening as Verizon and Sprint offer speeds (and hopefully services) that run circles around EDGE, or might EDGE have staying power much longer than any QCOM owner might like to see?

I know, tough questions, and certainly no one knows all the answers, but just interested in the discussion.

Tinker
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