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

To: JMD who wrote (4543)	7/9/1999 1:06:00 AM
From: ftth	Read Replies (1) \| Respond to of 12823

re:<<That said, CDMA is kicking the tar out of TDMA/GSM no matter how the numbers are viewed, skewed, or tattooed. >> If we're talking percent growth in revenues worldwide (1998 actual vs 1999 projected) for the semiconductors used then: CDMA growth = 87% TDMA growth = 72% (I wouldn't call that kicking the tar out, but it's a term of opinion) GSM growth = 23% TDMA+GSM growth = 28% If we're talking dollars of revenue, GSM wins by landslide with a 1999 revenue number that is 267% greater than CDMA.

To: JMD who wrote (4543)	7/9/1999 9:50:00 AM
From: Frank A. Coluccio	Respond to of 12823

Hi Mike, one statement you made caught my eye that I"d like to comment on: "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." As we approach the Gilderian bandwidth-being-as-plentiful-and-malleable-as- transistors theory, MOU of transport itself will no longer be a deciding issue. It will remain very important, but not deciding. Specialized and customizable services, and indeed, allowing the user to create their own service menus (through the availability of a customer-administered service creation environment) within a library of feature attributes, will contribute to another set of revenue curve overlays against which to assess carrier profitability and other areas of performance. Competition has made is so tough to make a buck due to the return to cost-based pricing schemes (as an aside, thus momentarily injuring the aspirations of many VoIP transport entrants when Long Distance was neutralized by the PCS operators), that the carriers will have no other choice but to be more innovative in the level of features they offer to end users. And the ease with which this is achieved will at least in part be defined by the underlying suite of capabilities offered by the protocols they use. As IP over wireless begins to emerge, this will be an extremely interesting area to watch. Regards, Frank Coluccio