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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: elmatador who wrote (8823)	10/9/2000 1:14:18 PM
From: axial	Respond to of 12823

Hi, em - "In the end sanity has to prevail" Which version of sanity? If you're trying to get a feel for the TOTAL cost per user, including everything, it's a very slippery figure, especially when you get a GPRS/3G market split like the one you describe. Predictions are all over the place, based I guess on their initial assumptions, maybe not so much on a bias to either mobile vendors, or operators - though there's lots of marketing fluff, for sure. Some of the assumptions are a little slippery, too. Using a pager and SMS, you can get cheap messaging. If you buy a 3G handset, and start using email, and it's too much to pay, you can always go back to paging. In one city, you might have an operator with 3G, and another with 2G, and both sets of customers are happy, because they're paying what they can afford. Anyway, it looks like 3G better be pretty good, and work very, very well, to keep its customers, because for a few years, customers can go back to some cheaper alternative. In a recession, when people are counting every penny, they might do it anyway. Regards, Jim

To: elmatador who wrote (8823)	10/9/2000 3:38:40 PM
From: slacker711	Read Replies (3) \| Respond to of 12823

This comes back to the mobile operators who, then, say they are not going to roll out 3G across their whole serving areas but only in the high concentration of potential users and do some GPRS in the rest of the area. This points to a more limited market for mobile vendors and in effect of depresses the shares of NOK and ERICY. Are you implying that GPRS will be installed in spectrum that is designated 3G? The other interpretation is that GPRS would be installed in current spectrum while W-CDMA would only be installed in cities.....thus leaving vast amounts of spectrum unused. Neither of these options makes much sense to me. The operators just spent $35B for the rights to this spectrum....allowing most of the spectrum to remain unused seems improbable, unless they actually ran out of money (I wonder if their is a limit to how much the banks will lend the big Telecom companies). One question I have had for a while that someone on this thread may be able to clear up.....Does GPRS or EDGE allow an increase in VOICE capacity? I know that both of these techonologies will allow an increase in data speeds, but have never received a clear answer on their respective voice capacacities compared to GSM. Slacker