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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: ftth who wrote (4536)	7/9/1999 12:40:00 AM
From: JMD	Read Replies (2) \| Respond to of 12823

Hi dave, I'm well aware of "lies, damn lies, and statistics" and probably do wear a CDMA hat (horn, tooter, and underwear if truth be told)--but it all comes firmly wrapped in a kimono of undying technological hype cynicism. Appreciate your comments--and I'm certainly not qualified to comment on semiconductor industry sales for other than wireless telecom uses. That said, CDMA is kicking the tar out of TDMA/GSM no matter how the numbers are viewed, skewed, or tattooed. TDMA/GSM, as previously stated, still has the predominant market share and will for some years to come--no carrier is going to rip out billions of infrastructure until they have absolutely no other choice. Do you want to talk greenfield installations? You raise an interesting point with respect to the appropriate metric for wireless air interface bragging rights--what should it be? I'd suggest Minutes of Use. MOU's are fanatically tracked and not very squishy, making it hard for the various partisans to color the results (though I'm sure they'd try their best). Maybe a combo of MOU's and ASIC's? Don't know for sure but agree that the fog gets very thick in telecom land. best, mike doyle

To: ftth who wrote (4536)	7/9/1999 1:19:00 PM
From: Sam Citron	Read Replies (1) \| Respond to of 12823

> total semiconductor revenue for CDMA in 2003 will only be about 80% of the 1998 GSM revenues Dave, What is "semiconductor revenue"? What is the source of this forecast? Thanks, Sam

To: ftth who wrote (4536)	7/10/1999 11:36:00 PM
From: John Stichnoth	Read Replies (1) \| Respond to of 12823

Dave, not to argue statistics--fwiw, the merged Bell Altantic/GTE will create the largest US wireless company. They are CDMA. Sprint is also CDMA. In Europe, ETSI, the European standards institute, has agreed to base next generation development on a CDMA variant, called W-CDMA. Just what W-CDMA will be is still not settled, but the standard seems to be moving closer and closer to Q's original CDMA2000 standard. Europe will be CDMA. The significant holdout is ATT. And they are formidable. But they are faced with providing an inferior technology. It just doesn't work as well or as cheaply. And it is notable that the basestation units they are installing from Lucent are apparently upgradeable to CDMA without ripping out everything.