Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: EJhonsa who wrote (29517)	8/6/2000 6:08:45 PM
From: Boplicity	Read Replies (1) \| Respond to of 54805

Thanks Eric for the education a guess that is why NOK as all the colors? Still, QCOM ushered in a change in market psychology, that was further along when the rock stead NOK took it's hit, this psychological change can be seen in news story, not to mention the smashing NOK took and is going to continue to take. My premise to my side of the discussion, is that change in market psychology might be feed as the current infrastructure world wide is max with features, yours is that the rest of the world will not slow it's buying even if there current handsets are no longer upgradeable by that much. You see, I think it is going to take much longer for 3G to become mainstream and there will become a point that not even the latest wiz-bang feature will entice the bleeding edge users if they see that a year or two they could wait and get something that is will be quantum leap, much like what has happen in the PC sector. So, I think that time is now or very close, and you think that there will enough new feature to keep the ball rolling. Only time will prove who is right. Thanks for the discussion, it has been enlightening to the least. Greg

To: EJhonsa who wrote (29517)	8/6/2000 11:14:25 PM
From: BDR	Respond to of 54805

Re: Wireless market <<Hell, we don't even have alarm clock features!>> My new Samsung phone has an alarm clock. The internal clock even adjusts the time as I travel through different time zones. It also accounts for the fact that my home state of Arizona steadfastly refuses to switch to daylight savings. Cool! Unfortunately the Sprint service that goes with it is not so cool. I will not go into detail about the fact that the rep who sold me the phone maintained that I would not be charged an activation fee but my first bill lists an activation fee. The (different) rep in the store today just laughed at me and told me to take it up with Customer Service. I am referring to the spotty coverage Sprint provides and I think this has implications for the adoption of CDMA. It doesn't matter which technology is superior if the carriers do not have the infrastructure to support the technology. How bad can it be? I had Sprint service several years ago and there was a large dead spot at the intersection of Scottsdale Road and Camelback, one of the busiest intersections in a very affluent community. For a while I had ATT service and the system was so overloaded that I could not access the service at peak times, e.g. 4-6 PM. Now I have Sprint again and I was going to make a call while visiting the in-laws in NJ about 25 minutes SW of Philly. I carried the suitcases up to our bedroom on the second floor and checked the coverage there- strong signal. I walked downstairs, sat down to make the call and saw that the phone had switched to analog roaming because of no coverage. I walked up- and downstairs several times to check out the phenomenon and it persisted. For now better coverage would be sell better than any particular technology. A month or so ago there was a discussion here about Qualcomm branding ("Qualcomm Inside " or "CDMA Inside") and I thought it was interesting to note that after reading through all the material provided by Sprint with the new phone I could find nothing that indicated that CDMA was the technology in use. Only a reading of the spec page in the manual for the Samsung phone yielded that information. If you are still reading here is something that may be useful. Cisco conference call 8/8 bestcalls.com