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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: Maurice Winn who wrote (530)	8/4/1999 5:06:00 PM
From: Maurice Winn	Read Replies (4) \| Respond to of 13582

cdmaOne in New Zealand Telecom New Zealand is reported as saying, "...the choice of cdmaOne had been a fine one involving assessment of the benefits of adopting the EDGE technology which forms the upgrade path from GSM, the technology used by Vodafone, to Ericsson's third generation wideband CDMA standard, Mr Beford said. One advantage of CDMA was that it should enable roaming to Australia, and discussions are taking place with Australian telecommunications company [sic] on this." "Telecom's Teresa Gattung, Group General Manager - Services, said that CDMA customers should grow quickly given the rate at which handsets were upgraded, particularly be premium business customers who tended to upgrade every two years." [Ed: Tero and I agree on this and the USA is going flat out on this upgrade path now, to cdmaOne]. "Telecom expects to complete negotiations with equipment suppliers within two months and the likely vendor has been narrowed down to a shortlist of Lucent, Nortel and Motorola." "While its technical partner in its existing AMPS and D-AMPS networks, Ericsson, will continue to support those networks for a remaining operational life of 'many years', it is excluded from the new contract because it does not supply cdmaOne." Well, well, well. It seems Ericsson did 'deny them their request for cdmaOne'. Presumably Ericsson has been scrambling to line up the Lusk Boulevard cdmaOne production to get the order, but they were starting a bit late. Maybe they'll yet come scrambling in at the end and be given a second chance or final chance to match best of the other three as incumbent supplier. The report says Telecom plans to 'go live in the first half of 2001'. Well, good luck to them if they wait that long to get it running. Vodafone will have made mincemeat of Telecom by then. GSM is perfectly fine as just a phone. 3G is years away for NZ, so Telecom is in trouble. I'd have thought Telecom should get a quick and dirty cdmaOne network operating in Auckland by Xmas, with dual mode phones backing it up in analogue. Mqurice PS: Meanwhile, the Head and Shoulders formation is playing out as TA says it should. Down quite a chunk today: bigcharts.com Look out below. That should precipitate a general market crunch. Amazing that the DOW is sitting up there, unconcerned. [If a graph can have feelings such as 'unconcerned' but you know what I mean = the people who own the DOW stocks think it is a 'sector problem' = haha, good luck to them]. Are we having fun yet? Those who like fun should now be shorting the Internut stocks. Double your money back guarantee [send cheques now!!! Checks will be fine too]