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Technology Stocks : OMPT!!! -- Ignore unavailable to you. Want to Upgrade?

To: tero kuittinen who wrote (521)	7/29/1999 12:04:00 PM
From: Eric L	Respond to of 531

Tero << The real advantages of Voicestream/Omnipoint merger are still around the corner. >> I heartily agree. I confess that when I attended the GSMNA gathering in Boston last November I was about ready to write GSM off. There have been, however, a number of significant events this year that bode very well for the GSM community and in particular Voicestream/Omnipoint: * The ERICY/QCOM accord which IMO will speed harmonization and convergence of 3G standards. * Successful bidding by Omnipoint and VoiceStream in the "C" block reaction that guarantees GSM a national footprint (except for New Orleans). The lack of this, IMO, was the primary reason that GSM subscriber growth lagged CDMA & TDMA. * The GSM/TDMA alliance which affects both standards and coverage. * The Voicestream/Omnipoint merger itself (with more to come perhaps). * Both companies dedication to wireless data. * Introduction of GSM single rate plans similar to (not yet as cost or coverage effective) as AT&T's or BAM's. * WAP taking off big time A recognizable national brand name (like Sprint or AT&T) for GSM. Something like MCI would be nice but that is probably wishful thinking. GSM: Alliance does not quite do the job and never will, IMO. Lots to come! - Eric -