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To: JohnG who wrote (3844)3/24/2000 10:34:00 AM
From: sa-mule  Respond to of 34857
 
we need over 227 1/16 for new 52 week high.
high volume, wouldn't that be a blue sky breakout?

sam



To: JohnG who wrote (3844)3/24/2000 10:45:00 AM
From: tero kuittinen  Respond to of 34857
 
Talk about Asia... looks like Hutchison is bidding aggressively for new spectrum in Australia. They want to build a GSM network especially intended to provide mobile data solutions.

Now - why would Hutchison, which has already built a CDMA network in Australia, suddenly decide to spend a bundle on building a GSM-GPRS-EDGE network from scratch? Could it be that they see how GPRS is going to be the most commercially succesful mobile data standard around and they need to guarantee Asia-wide roaming? Which they can only achieve through GSM-based mobile data infrastructure?

It would seem that Hutchison is the one operator that is supremely qualified to judge the relative merits of CDMA and GSM upgrade solutions - since they operate both CDMA and GSM networks. Operators who only use one standard are obviously biased towards their particular choice.

Perhaps Hutchison is the best global bellwhether on the commercial potential of GPRS - after all, Hutch could have upgraded their existing CDMA network and that would have been much, much cheaper. Instead, they want to build an entirely new GSM network just to get to GPRS.

And perhaps Vodafone is the ultimate bellwhether on 3G market. They also operate both CDMA and GSM networks. If Vodafone goes with W-CDMA, I guess we all know what that means for the credibility of cdma2000.

Stay tuned for the next episode of "As the World Turns".

Tero