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To: H. Bradley Toland, Jr. who wrote (623)8/6/1999 12:06:00 PM
From: Caxton Rhodes  Read Replies (1) | Respond to of 13582
 
Bradley- WCOM is actively looking to buy someone with wireless. The talks with Nextel fizzled and died. King Bernie thought it was too much to pay for a dog company that doesn't use cdma. With the D Telecom purchase of C&W, maybe a merger with FON is possible.

WCOM also thought Airtouch was too expensive, its hard to tell if they were right. WCOM has one of the best management teams out there, they will do the shareholders right.

Caxton



To: H. Bradley Toland, Jr. who wrote (623)8/6/1999 12:21:00 PM
From: GO*QCOM  Read Replies (1) | Respond to of 13582
 
1994 ATT decided to enter the wireless race and merged McCall Cellular combining forces to become the largest nationwide player.Unfortunatley for them they inherited the older TDMA technology that Craig McCaw was busy installing across the country.TDMA was the first digital radio interface in the USA.Now ATT is facing law suites as they add subscribers there networks are failing to meet capacity.Its a matter of time before they bite into CDMA to save themselves from extinction that companies like Sprint PCS threaten them with. MCI Worldcom face a different situation.MCI decided rather then participate in wireless by owning cellular property (spectrum) they decided they would purchase from a reseller and contracted with Next Wave Telecom for Billions of minutes.Next Wave is still in the process of restructuring and some belive it is a very viable situation that will come to play for MCI Worldcom in the future.Next Wave Telecom proposes to use QUALCOMM's CDMA and is a national player in all of the big cities.



To: H. Bradley Toland, Jr. who wrote (623)8/6/1999 4:26:00 PM
From: JMD  Read Replies (2) | Respond to of 13582
 
BT--re:"Same theme, why isn't ATT promoting CDMA? Another blunder?"
T's jumping off point for entry into wireless telephony was the acquistion of Craig McCaw's outfit. The precise number escapes me just now, but something on the order of $10-$12 billion rings a bell. Mr. McCaw was a TDMA kinda guy, ergo T is a TDMA kinda outfit (with a mega-billion 'mortgage' to go with it).
Whether this was a "blunder" is open to question: with 20/20 rear view mirror vision, T should have chosen CDMA without doubt. I suspect however that CDMA might still have been in the laboratory, and might not have been considered as an even remotely viable alternative at that point in time. Those with a better sense of history are invited to edit. best, mike doyle