Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Nokia (NOK) -- Ignore unavailable to you. Want to Upgrade?

To: gdichaz who wrote (2264)	9/20/1999 12:38:00 PM
From: Mika Kukkanen	Read Replies (1) \| Respond to of 34857

Excellent point Chaz. In the short-term new spectrum allocation will be a hinderance. In many countries it will be up for auction as per the UK. Personally I think this is wrong. However, in other countries it will be more a 'beauty contest', but is this the right way to go? Sitting on the fence here, and it is uncomfortable! In the long term those operators with both GSM at 900 or 1800 (or even both!) plus a 3G system at 2GHZ will certainly have more options and more customers. The evolution of cdma to cdma2000 of course looks like being a smoother road. There are question marks to what sort of bandwidth we really could do with. Let's start forgetting the 2Mbps, really! It is for on-site use and I personally don't see it getting much of a foothold. The real use will be the 384 kbps versus let's say 115 kbps for any intermediate system. With all camps (cdma, GSM and TDMA) there will be an intermediate step and that is where I think there will be another 'struggle@ or war of words. The first true 3G system maybe that of cdma2000 and the race to be first I think is immaterial. It is all about installed base. One interesting tidbit I picked up on was that many operators are choosing their GPRS supplier by evaluating their 3G supplier first! Look at their preferred 3G supplier and walk backward down the evolution path. Any path to any 3G solution is problematic to operators, who have little or no experience of supplying high bandwidth content to the mass market. This is the reason why this step-by-step approach is beneficial to operators (yes even GPRS to EDGE to whatever). There is still positioning with regards to going the whole hog, e.g., the AT&T and BT announcement sounded more a case of "just in-case" we might push EDGE if we don't get the licensing. One thing for the Qcommers is that BT and AT&T will have a common ground with EDGE and that (IMHO) that the most common handset will be a 3G/EDGE dual mode tri-band. As far as I have heard, there hasn't been as much development to the full 3G specs with cdma2000 compared to that of WCDMA. Frankly I dont care. My main problem is the governement where i am is posturing as to when the auction for IMT-2000 spectrum will take place. No matter which is first, it wont be a reflection of the market leader, as stated previously, it will be the installed base that will have the biggest influence. So after all that in response above, to answer your question honestly...I don't know! I think the biggest fight will be Japan between the cdma ops and DoCoMo. Also, and here I step on Tero's territory is the available handsets and here again I see the Japs doing the business for both standards in Japan. Going around in circles here, i'd better stop! M