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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: gdichaz who wrote (26490)6/19/2000 10:58:00 AM
From: Eric L  Read Replies (1) | Respond to of 54805
 
gdichaz,

<< In addition, in Hong Kong, Dr. J announced that both 1xMC and 1xHDR are now capable of being used on the GSM infrastructure base >>

Deja Vu. Last year at this time a lot of people seemed to be counting on this possibility.

Perhaps the "political, bureaucratic and inertial obstacles", you refer to can be overcome. A "technical" solution, in an of itself will not bring this about, IMO.

I am hopeful that Dr. J has some sense that the obstacles can be overcome.

I have, BTW, not listened to his remarks at World Congress yet. I will, but I am wondering if he addressed these issues at all (political, regulatiory, bureaucratic ?

<< This means that the practical possibility is there for 1xMC to begin to be installed as an airface overlay on the huge GSM infrastructure base worldwide (except Europe probably for many non tech reasons) as soon as early next year - with 1xHDR following starting the middle of next year. >>

What will all the major GSM operators of the world do with the GPRS infrastructure from Ericcson and Nokia they are rolling out now, I wonder?

<< This would mean (if it should happen) that at least some of the current GSM base would begin the path to CDMA 2000 rather than WCDMA (or to use the new terminology MC rather than DS). >>

The first thing that has to happen to accommodate this scenario, IMO, is that the EU has to mandate ETSI to support MC as well as DS and TDD CDMA (i.e. support all IMT 2000 modes of operation). This would precede or follow a move of CDG (Qualcomm) into 3GPP2. This is not beyond the realm of possibility.

<< The obstacles to this happening are: political, bureaucratic and inertial >>

All of the above, as well as economic, and possibly technical as they relate to backward compatibility and interoperability, although perhaps Dr. Jacobs believes that these bases are completely covered (and maybe they are).

<< Companies such as Nokia would fight it tooth and nail >>

And Ericcson, and others.

It will take a very powerful GSM operator to champion this. Vodafone obviously comes to mind.

I consider it highly unlikely, as I always have, that any major GSM operator will implement technology that is not supported by ETSI.

I remain very conservative on this issue, but it is worth watching ...

The paradigm could shift if (when) ETSI supports all IMT-2000 modes of operation.

- Eric -