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

To: MikeM54321 who wrote (7066)	5/23/2000 1:05:00 PM
From: Curtis E. Bemis	Read Replies (1) \| Respond to of 12823

Mike-- You can find the ATT comments right here on SI. Message 13756841

To: MikeM54321 who wrote (7066)	5/23/2000 5:22:00 PM
From: slacker711	Respond to of 12823

The T executive claimed that TDMA sports some 300 million users worldwide. This number is definitely a combination of TDMA and GSM....kind of laughable since TDMA only contributes about 40m to the overall number. T's executive is claiming that when T rolls out broadband mobile wireless--TDMA-EDGE technology next year, it will be fully GSM-EDGE compatible. Not only that, he claims it will do a robust 356 Kbps data rate! And either he was alluding to, or claiming(I don't recall which), that T's broadband wireless network will be European compatible and ready to go next year!? Now this is definitely debatable. Most of the stuff that I have read has EDGE being rolled out (at least at the top data rate) by the END of 2002. Also, it is completely unclear as to where it will be rolled out. It seems like AT&T has committed to it (though later in the same article they talk about using a "global" CDMA standard)....but I havent seen much from the European operators. Currently operators like VOD and BT are looking at investments of at least $10 Billion (per country) for the rollout of W-CDMA (top data rate of 2Mbps) in new spectrum. They are also spending billions on a rollout of GPRS (a packet-switched GSM network) in their current GSM spectrum. It seems unlikely that EDGE will occur anytime soon in Europe....if at all. However...I do believe the claim that EDGE would be compatible across GSM and TDMA networks is correct. They would still need multi-band handsets to accomadate the different frequencies of the US vs. the rest of the world. Slacker

To: MikeM54321 who wrote (7066)	5/24/2000 1:20:00 AM
From: wonk	Respond to of 12823

Mike: The T executive claimed that TDMA sports some 300 million users worldwide. I suppose if you say GSM is really a form of TDMA, then it's accurate. BUT as we all know, they are not compatible technologies for a customer and IMO, should not be lumped together. Sure they should be lumped together. The pooled R&D for the next generation TDMA systems looks towards convergence. Furthermore, efficiency enhancements which work on one flavor generally work on the other. T's executive is claiming that when T rolls out broadband mobile wireless--TDMA-EDGE technology next year, it will be fully GSM-EDGE compatible. Not only that, he claims it will do a robust 356 Kbps data rate! And either he was alluding to, or claiming(I don't recall which), that T's broadband wireless network will be European compatible and ready to go next year!? Reading any company's pronouncements (CDMA TDMA, any alphabet soup technology), one has to sift their words. Almost invariably rollouts slide. Data speeds pronouncements - absent definitive statements of presumptive system operating conditions - are useless. To answer you question however, the UWCC, is definitively proclaiming that EDGE deployments will occur in 2001-2. uwcc.org More on EDGE and all the next generation standards... csdmag.com The whole religious war between CDMA and TDMA was based upon adolescent debate techniques, i.e., I'm going to analyze my system under the most favorable conditions, I'll analyze yours under the worst. Has CDMA firmly entrenched itself as a legitimate mobile wireless technology - absolutely. Is GSM or digital-AMPS going to die? No way. I've learned a lot reading your posts on the MSO perspective and what drive's them. Distilling it down, the motivations of the industry players seem to be no different then in the wireless industry. Manufacturers and investors fight technological religious wars - generally not carriers or operators. The carriers will pay lip service to the war, primarily in an investor relations function. While from the outside looking in, technology choices and rollout schedules may seem irrational, almost invariably one can puzzle out the basis by looking at cost and near-term competitive strategy. The company balance sheet has a lot to do with it as well <g>. ww