SI
SI
discoversearch

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 : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?


To: axial who wrote (6907)5/4/2000 12:40:00 PM
From: Frank A. Coluccio  Read Replies (2) | Respond to of 12823
 
Jim,

re: "a means to quantify migration/buildout costs; these are fundamental to the arguments."

I think that the following article touches the periphery of some of your concerns, fwiw.

telecoms-mag.com

FAC



To: axial who wrote (6907)5/5/2000 10:58:00 AM
From: slacker711  Respond to of 12823
 
How willing will South America, predominantly TDMA, be to embrace CDMA?

Demand for CDMA in Latin America/South America has exploded over the last couple of quarters. These are the sub numbers over the last 4 quarters....notice the acceleration in new sub growth.

cdg.org

Caribbean & Latin America

1Q 2Q 3Q 4Q

1,550,000 1,963,081 3,033,362 5,100,000

TDMA still has a pretty big lead in total number of subs....and is likely even adding more subs per quarter than CDMA. However, it looks like this could change over the next 12 months or so.

Slacker