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To: w molloy who wrote (3569)2/12/2000 4:59:00 PM
From: Poet  Read Replies (2) | Respond to of 35685
 
Mr. Molloy,
You cannot seem to stop, can you? Don't you understand that, despite your wealth of knowledge about CDMA, your repeated belittling of Jim Willie lessens your credibility?
For someone as bright as you obviously are, you just don't seem to get this.



To: w molloy who wrote (3569)2/12/2000 11:29:00 PM
From: Cooters  Read Replies (1) | Respond to of 35685
 
molloy,

I'll shy away from a RF debate with you, but the Europe stuff is just too easy.

- Advancing a technology is essential from two perspectives. A) It must come from somewhere. I see your list of European advancements. I believe the US brought more new businesses public in 1999 than Europe since the signing of the Magna Carta. You surely don't want to tread on this area...

Establishing a standard in technology means dominance. GSM should have it. For 2G it does. NOK should be MSFT times 2. But that little company from SD just snuck in and spoiled the fun.

- GSM, IMHO, is the primo example of a de facto mandated standard which didn't measure up in the market. Which is why we don't let governments and close-knit manufacturer groups dictate anything.

- ARM cores. Don't know how this happened. I evaluated ARMHY and didn't buy it because it was European. My mistake.

- Based on my experience traveling and doing business in Europe, the GSM experience was not indicative of their prowess. I would expect Japan and Korea to take over the handset market. JMHO.

Coots




To: w molloy who wrote (3569)2/14/2000 2:20:00 AM
From: Jim Willie CB  Respond to of 35685
 
I distinguish technological advancement from adoption and usage, unless the advances come in quantum improvements like the roaming you mention... also, I must learn more about ARM and SIM, thanks

I believe you take comfort in GSM current numbers, but dont give enough importance to the higher CDMA growth numbers and greater potential capability (broadband)... I expect GSM to continue growing and maintain a subscriber lead for some time, but the nextgen IMO wont include as much GSM as you imply... GSM will likely succumb in time, when the Euro political forces wane and when the dike breaks on spectrum licensing

I still like my dumb statement
"it will be fun to watch Europe squirm in wireless data backwaters in coming months"

by autumn of 2001, USA will boast 1.5-2 megabit wireless speeds, while GSM in Europe stretches to achieve what? 500-700 kilobit... do you think these figures to be reasonable?.. if not, then give a more educated guess since this is not my field of expertise... but if yes, then that is what I regard a wireless data backwater to be... North America will be enjoying video streaming and movie downloads and maybe even using DickTracy wristTV's

BUT EUROPE MIGHT BE WATCHING IN JEALOUSY
thanks for your clarification, much appreciated
now there, you are not such a bad guy

hey, I challenge you to a highspeed breakneck race down any Sunday River Maine expert ski trail, or any other resort like Snowbird Utah or Copper Mountain Colorado or Mammoth California

Sunday River -- the best skiing in the east
yesterday was by far the best conditions I have seen in a decade
/ Jim