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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

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To: Quincy who wrote (12707)	11/30/2003 9:30:02 PM
From: Dexter Lives On	Read Replies (1) of 12823

1X benefits, if there are any, accrue to the carrier only. Clients don't know the difference in air interfaces and likely never will ... 1x is no more 3g than GPRS. The carrier capacity benefits you tout would be important if there were any new potential customers for 1x - there aren't any - cdma has hit the wall on addressable market. The only thing that will compel a major investment in new next generation networks are enticing applications. 3g failed to deliver any excitement, and they did so well behind schedule -G; that's why it will die on the vine and never see the light of day. Ericsson is the bellwether of CDMA infrastructure - enough said. No wonder operators are grasping at WiFi; they're that desperate! -VBG Most carriers are now cutting capex to try and survive and they await a better grid of services to be offered, at much lower costs. (outrageous royalties do factor in!) ______________________________________________________________ In your world, 2g and a Blackberry are good enough. Maybe you're right? Cool Hand Luke

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