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


To: Eric L who wrote (27197)7/2/2000 11:11:19 AM
From: gdichaz  Respond to of 54805
 
Eric L: Thanks for another lesson on the long road to understanding the road to 3rd gen.

In trying to deal with this, it would seem that one way to help penetrate the fog is to be clear about

1) upgrades using current spectrum

2) use of new spectrum

Is this distinction useful as an initial cut at analysis?

With GSM this seems to put GPRS clearly in current spectrum as an upgrade. Unclear about EDGE, but assume so.

With CDMA this puts 1X MC (or 1XRTT) and HDR (and then 1xEV - the combination of the first two plus other bells and whisles perhaps)in the current spectrum as an upgrade.

For new spectrum, the major confusion is that all iterations of Qualcomm's CDMA will work there, no?

But new spectrum is essential for DS (WCDMA), no?

But MC can function in both old and new - except that 3X requires new. Is this correct?

Just trying to sort some of this out.

Best as always.

Cha2

PS Isn't there some possibility that some GSM operators (outside Europe) may opt to use their current spectrum for 1xEV (the 1X-MC / HDR combination) by an overlay when they are using their new spectrum for WCDMA or whatever?

In other words, what in your judgement is likely to happen to the old GSM spectrum when the new is in active use - would its use for voice, data or a combination pay off best?
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