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Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated

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To: tinkershaw who wrote (682)2/1/2004 1:56:53 PM
From: rkral  Read Replies (1) of 2955
 
tinkershaw, re "The cost to upgrade the system to 3G WCDMA for AWE ... will be more expensive ... " AND "<IEDGE does not compete well with EV-DO, "

I generally agree, except I'm not so sure about the costs. If AWE overlays WCDMA in the same spectrum, it should be able to use the same cell sites and might be able to merely upgrade the base station transceivers and the core network .. particularly since the GSM equipment is relatively new.

However, since you originally wrote "AWE finds itself in trouble having the most antiquated network ", it appeared you were talking about the way things are now, not the way they might be in the future, and I posted accordingly.

re "In sum AWE is not well positioned, and its losing customers is one very blatant red light in that regard."

The loss of customers might be an operational problem, and not a technological one. If so, it's conceivable a new owner could turn that around in due time.

Ron
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