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Technology Stocks : Ericsson overlook?
ERIC 9.400+0.1%Nov 24 3:59 PM EST

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To: P2V who wrote (3107)4/8/1999 11:33:00 AM
From: Caxton Rhodes  Read Replies (1) of 5390
 
Mardy-

I should clarify, GSM (without cdma overlays) are toast. Our product wouldn't be very successful if it couldn't help the lame technologies limp along too. Why build a greenfield GSM/CDMA network if a pure cdma network is more cost effective and is compatible with your existing cdma overlaid system? GSM overlays are cdma, nuff said.

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."


Wow! cdma increase coverage too, I didn't know that.

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.


This is what it is all about.

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


Unfortunately for GSM, not as much as cdmaOne.

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.

Lucky for the bad guys that we are bailing out this Stone Age technology. Its good for you that Qualcomm feels sorry for all those customers that were fooled by ericy, nokia, and AT&T.

Caxton
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