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Technology Stocks : Ericsson overlook?
ERIC 9.405+0.1%3:07 PM EST
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To: Caxton Rhodes who wrote (3106)4/8/1999 10:38:00 AM
From: P2V  Read Replies (2) of 5390
 
Quote from "The GSM-CDMA Economic Study Executive summary",
by Andersen Consulting, Detecon, Telemate Mobile Consultants __

" in the coverage-driven situation, a "GSM-CDMA" solution brings
relatively minor cost benefits (approximately 10% for 13kb/s and
30% for 8kb/s for the total CapEx +OpEX) as
compared to a "GSM" solution over the 2000 - 2005 period."

Note other items in the report say :
In capacity-driven situation a GSM-CDMA solution yields
substantial cost savings when compared to the proposed GSM solutions.

and in "greenfield" network scenario, the "GSM-CDMA" solution
brings significant spectrum savings.

Sorry, Caxton. I rather doubt that GSM will be burnt toast
for well into the next century. CDMA Overlays will in fact, enable GSM to continue on.

Mardy.
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