I don't agree. There is no way the GSM world is going to convert to IS95 CDMA. No way.
Your arguement is more a religous cause than anything. Ford vs. Chevy, Bud Light vs. Miller
Lite. CDMA may be technologicaly superior, but the fact is it is late to market and GSM has a
huge installed base, economies of scale, roaming, roaming, roaming. Customers are not going to take
to the streets asking for CDMA, they just don't care. The GSM enhanced full rate vocoder will
clean up the GSM voice quality problems in markets where GSM and CDMA compete head to head. Plus,
it just would not be economical for an operator to do a changeout of his GSM plant to CDMA. It ain't
happening.
Most cellular licenses around the world, the U.S. PCS band excluded, are issued for a specific
technology as well as specific frequencies. I don't think the governments of all the
European countries, especially the ones that are home to infrastructure providers,
are going to be issuing orders to convert over to a U.S. technology. That is, of course,
what this is all about. You think we get religous about technology over here, you ain't
seen nothing until you've talked to an Ericsson employee.
By the way, I am very bullish on CDMA, I just don't agree with you on the mass conversion
of GSM to CDMA. Even if the Europeans come to Jesus on CDMA, you can bet they will come up
with their own version. We are already seeing signs of this. IS95 is not, I repeat not,
going to achieve any substantial part of the European mobile cellular/PCS market.
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