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To: Gregg Powers who wrote (15778)9/30/1998 11:23:00 AM
From: tero kuittinen  Read Replies (2) of 152472
 
I think we all know by now the difference between narrowband and wideband. The fact that IS-95 is relatively isolated has nothing to do with the prospects of W-CDMA, which has 10 times the data capacity of IS-95 and is the designated upgrade for GSM - with its 110 million subscribers.

There are about 15 million CDMA subscribers in the world. Roughly 11 million in Korea and 2-3 million in USA. When you stop to ponder on these numbers for a while, you see the problem of narrowband CDMA as a "global standard". Did you know that there are over 2 million GSM subscribers in countries like South Africa and Finland each - nearly as much as the total CDMA subscriber volume in USA.

CDMA operators may be more profitable than GSM operators. But does that really matter if consumers ultimately prefer GSM handsets? I'm not investing in AT&T - what matters to me is that they are experiencing a big boost in their TDMA subscriber numbers and are pushing out Nokia phones as fast as they can. They aren't going to back down from supporting TDMA - what their profit margin is concerns mainly AT&T investors. As long as they aren't losing money they will continue massive investment in mobile telecom - they have to.

Tero


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