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Technology Stocks : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?


To: Frank A. Coluccio who wrote (4430)5/23/2000 3:27:00 PM
From: Wyätt Gwyön  Respond to of 5853
 
is there still a debate taking place between tdma and cdma, or is it now simply a matter of who has more chutzpah, and propaganda slinging?

Do you mean to say there was a time when this debate did not involve propaganda slinging <g>? It seems there are different ways you can approach the topic, depending on what you are interested in. A pure scientist--a real lepidopterist, as it were--might restrict the forum to questions of spectral efficiency, bits per hertz, and other calorie-free soporifics. I gather that some of the people on SI are more concerned about what stocks will make them money, and which won't. In that vein, it is not so much a matter of who has the best tech in some abstract sense, but who has the weight of the market in terms of dollars (marks, rupees, whatever) committed--what infrastructures are dominant/will dominate; and what the enabling tech is for those infras. In terms of market size, it is pretty hard to ignore the GSM/IS-136 camp. When you have a five-to-one size advantage, that tends to lure manufacturers who can anticipate amortizing their investment over larger unit volumes. Likewise, carriers do not operate in a vacuum: they need to ensure roaming compatibility intra-regionally today, and increasingly internationally. I am afraid these kinds of things are technicalities--albeit multibillion-dollar technicalities--that tend to be overlooked by butterfly scientists.

Thanks for the heads-up about the last mile thread.



To: Frank A. Coluccio who wrote (4430)5/23/2000 3:41:00 PM
From: Wyätt Gwyön  Respond to of 5853
 
Frank, a propos of my last post, the following is the kind of thing that I'm talking about. Tero on the NOK thread has been harping about this stuff since the Brady Bunch were underage.

To: ole 49r who wrote (72197)
From: Gregory Mullineaux Tuesday, May 23, 2000 3:04 PM ET
Reply # of 72224

How timely of you to post that given the following from Beefing.com
<<11:40 ET Telecom Call : According to Lehman Brothers, China Unicom may not switch from GSM to CDMA; news is viewed as a positive for Ericsson (ERICY 19 1/8 +7/16), while Street could see it as a negative for MOT, LU and QCOM.>>

The above wouldn't surprise me one bit, I see no reason for China to go with CDMA, when they should just wait for the world standard to solidify, other then for political reason and competition. But we are talking about communist here, so competition isn't to important in the economy.

Greg



To: Frank A. Coluccio who wrote (4430)5/23/2000 10:18:00 PM
From: Dan B.  Read Replies (1) | Respond to of 5853
 
Frank,

Just grabbed this from the last mile thread. Thought it might be relevant to your wonderment concerning 864,000 lambdas...lambdas which might fit, if I recall Jack Hartmans post of Gilder quotes correctly, in fewer than 864 fibers oneday. Is there a place for so many lambdas in PONS? And in PONS to the home? The future is certainly cloudy to this observer.

lightreading.com

Dan B