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To: tero kuittinen who wrote (5189)6/1/2000 2:33:00 PM
From: Ruffian  Read Replies (1) | Respond to of 34857
 
To: carranza2 who wrote (11263)
From: Keith Feral
Thursday, June 1, 2000 2:30 PM ET
Reply # of 11277

According to Paine Webber's analyst, Unicom's position on CDMA rests on the balance
of whether WCMDA will be available before 2003 - 2004 time frame. If Unicom does
go forward with WCDMA, he contends that the early deployment of WCDMA would
be very positive for his discounted cash flow model.

He also mentioned that the new spectrum allocated to Unicom can only do CDMA, not
GSM. Very interesting ...

As lame as it sounds, I don't have the phone number for the conference call.

Comments?



To: tero kuittinen who wrote (5189)6/1/2000 3:31:00 PM
From: Eric L  Read Replies (1) | Respond to of 34857
 
Tero,

<< It's possible to interprete a decision to favor 1900 MHz band as anti-Finnish >>

I have difficulty seeing such a decision as anti-Finnish or anti-Nokia.

<< since it creates an artificial barrier to importing cutting edge GSM products >>

... by which, I guess you mean cutting edge "Nokia: GSM products. I do acknowledge that Nokia has exceptional expertise with DCS-1800/GSM-1800 products, and is developing same with GPRS & UMTS products.

<< Rather than being "neutral", it actually places a burden on GSM manufacturers to convert their products from GSM-1800 into GSM-1900 (which is not trivial) >>

I suppose it is not trivial. On the other hand, GSM manufacturers had cutting edge PCS-1900/GSM1900, GSM Phase 2 products (with CPHS) available for NA when GSM launched commercial here in November 1995. I also remember that Nokia distinguished itself by being the first manufacturer to introduce GSM-1900/AMPS-800 in the Americas.

I am hopeful that Nokia and other manufacturers whose primary expertise may be GSM can continue to distinguish themselves with products for the Americas and products that fit 1900MHz spectrum.

<< The 1900 MHz would open the Brazilian market to the mainstream TDMA and CDMA products - while handicapping GSM >>

I look at this as giving GSM equal opportunity with TDMA and CDMA products, while not giving a virtual lock to GSM. This gives a manufacturer like Nokia a bigger market opportunity to incentives them to provide cutting edge products that fit the spectrum and are interoperable with other technologies.

<< CDMA and TDMA already have licenses in Brazil >>

1900 MHz spectrum does not prohibit GSM.

<< it's time to open the market to mainstream GSM and let the people of Latin America join the global family of mobile telecommunications >>

CDMA & TDMA are joining "the global family of mobile telecommunications". That is what the Global Roaming Forum is all about. It is what harmonization is all about. It is what interoperability is all. about.

I wonder what decision will be reached.

- Eric -