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

To: 2brasil who wrote (1745)	9/21/1999 3:01:00 PM
From: Sawtooth	Read Replies (1) \| Respond to of 13582

<<what system will bell/vodafone use? cdma??>> Yes, Bruce; that is my understanding. And GlobalStar can fill in any cracks in the coverage. ...snip!...The companies expect the new business to achieve expense savings through reduced roaming costs, lower customer churn and increased economies of scale in transport, billing volumes, handset purchases and advertising. Combining the properties' common CDMA (Code Division-Multiple Access) technology platforms will also yield capital efficiencies, simplified integration and superior network quality....snip!.... Message 11311190 Best. ...Tim

To: 2brasil who wrote (1745)	9/21/1999 3:22:00 PM
From: JMD	Read Replies (4) \| Respond to of 13582

bruce, VOD/BAM are firmly in the CDMA camp. I read the full text of the marriage announcement this morning, and it explicitly stated that the above two + GTE would 'use the common CDMA platform that they all share' [not an exact quote, and I don't have the URL handy, but that's pretty close]. Jeff, I have to disagree that this is a non-event. This puts enormous pressure on Sprint, and mucho more important, everyone's beloved ma: T. I understand that BAM, VOD, and GTE were all in the CDMA fold so that there have been no new net carriers added. But the CDMA footprint will now have another nationwide player: infrastructure orders alone will take off as these guys implement their system. Lucent, Ericy, Nortel are going to get some gigantic contracts. In turn, Sprint will have to step up and fill the holes in their coverage in order to improve quality of service and meet the competition. Poor little Q's fabless fab is just going to get stretched to the IPR breaking point :-). I also think this adds to the value of the to-be-sold mobile handset division--any would be acquirer has got to know that CDMA has now arrived beyond question. But the biggie here is AT&T. Sprint's done a helluva job giving them a run, but everybody knows nationwide coverage is THE BIGGIE demanded by users. OneRate did the trick, even though it overloaded T's system. How much longer can T hold out? This ain't no non-event, Jeff: this is the beginning of the end game. best regards, mike doyle

To: 2brasil who wrote (1745)	9/21/1999 6:07:00 PM
From: Eric L	Read Replies (1) \| Respond to of 13582

Bruce, << what system will bell/vodafone use? cdma?? >> Help! Misquote, mistake, wishful thinking, am I confused? Article you linked says: > Bob Wilkes, an analyst at Brown Brothers Harriman, said the Vodafone move was part of a long series of mergers among jostling telecommunications heavyweights. He added that BellSouth and Ameritech could be among potential future partners, since they share CDMA technology. CDMA stands for code division multiple access and is one of the digital mobile phone systems. < BellSouth is GSM and also TDMA & CDPD. Ameritech is TDMA is it not? Is Wilkes talking about potential partners for T (BellSouth, SBC whose entities are both GSM and TDMA)? Am I more confused than usual? Exciting times in US Mobile Wireless. Can't tell whose on first without a scorecard, acronym finder, or technology guide. - Eric -