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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 414.48+0.7%Jan 9 4:00 PM EST
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To: 8bits who wrote (6064)5/4/2006 4:55:10 PM
From: Maurice Winn  Read Replies (2) of 219185
 
Not a lot about Telstra. But here's the boss: Message 22410993 Which doesn't look like a big vote of confidence and I've seen some other comments previously.

If you click upstream from there, you'll see Message 22408017

Telstra is planning to shut down their CDMA2000 network. I don't know all the details of their situation, but from what I do know, that is a decision which would make me want to be very careful before backing them with my money. W-CDMA is now successful and maybe they are making a good decision. I just don't understand the rationale very well. I suppose they think focusing on a single technology and rationalizing equipment makes cents. If they can use 80% of the CDMA2000 infrastructure, that's a good start.

Some customers they'll lose are the Globalstar subscribers who use their phones in terrestrial mode, on Telstra's network, a lot of the time. When they stop Globalstar customers connecting, those customers won't connect on the Telstra W-CDMA network. Many of them will go to Vodafone, Optus, Think, and various other terrestrial providers.

I'm sure there are lots of other customers they'll lose too. Maybe not enough to matter. I've never liked losing customers unless for very good reason. There are rarely good reasons to lose customers.

Mqurice
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