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

To: Ruffian who wrote (5456)	1/20/2000 3:19:00 PM
From: quidditch	Respond to of 13582

And this probably won't hurt: taking the net with you on the road, movies any time, any where; any one for "Samson and Delilah" on Jones Beach or Santa Monica? biz.yahoo.com (url references Audio Replay Site) More Info: Quote \| Chart \| News \| Profile \| Research \| SEC \| Msgs \| Insider \| Financials MGM and Blockbuster Look to Provide Video-On-Demand Over the Internet Wednesday January 19, 8:42 pm Eastern Time Brought to you by ON24 The $64 question is: Will VOD and ATI use the same RF infrastructure?

To: Ruffian who wrote (5456)	1/20/2000 7:54:00 PM
From: Keith Feral	Read Replies (5) \| Respond to of 13582

Ruffian: I don't get it - only 1 response to one of the most important articles about VOD's plans to implement global CDMA for the wireless Internet. Everyone is more concerned about Maurice's 1 day suspension from SI. Anyhow, the article you posted revealed more about the globalization of CDMA as the 3G standard than any article I have read to date, except for your post about LU's plan to coordinate CDMA with UMTS systems in the UK. My interpretation of the article is that VOD plans to coordinate their US CDMA systems with their systems in Europe. If you didn't hear it, any foolish thoughts of WCDMA in Europe just got flushed down the toilet. It is important to keep in mind that none of the rhetoric from NOK or ERICY about WCDMA has any relevance to the debate of CDMA2000 vs WCDMA. The only thing that matters is which technology VOD will deploy. Personally, I don't care because the Q gets its royalties in either direction. VOD's only interest is to make the most economical investment for their wireless upgrades - it's going to be CDMA2000 and HDR. The corporate arrogance of NOK and ERICY remind me of the exact mentality that MOT has when they witnessed the transition from analog to CDMA in the US. MOT ignored the transition because they believed that the 30 million anlaog customers in the US proved that analog was the best technology. What they failed to notice was that all of the wireless providers like PCS, ATI, BEL, USW, etc... were all choosing CDMA for their networks. Similarly, NOK and ERICY have been caught in the cross hairs of the transition from GSM to CDMA. The only stat they use to support their technology is the global base of 130 million customers. They believe that makes GSM a better technology. The problem is that GSM can't do wideband for internet and data applications. Do they think the GSM population will NOT be converted to CDMA just like the analog population? We already know for a fact that VOD is planning on coordinating all of their global wireless networks in Europe and the US. Check and Mate!!