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

To: Eric L who wrote (37100)	12/27/2000 11:44:51 PM
From: tekboy	Read Replies (1) \| Respond to of 54805

These events and changes as well as CDG's and Qualcomm's penchants to continue to indulge in positive and negative hyperbole have dramatically influenced my thinking about the construction of the wireless portion of my portfolio. please explicate. tekboy/Ares@idon'twannahearthis.pov

To: Eric L who wrote (37100)	12/28/2000 2:28:31 AM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Eric L: Since you have no opinion on EDGE, you seem to be relying on GSM/GPRS as the player to win next year, two years from now, three....etc. worldwide. Assume you are concentrating on competition in current spectrum, since there seems to be general agreement that CDMA of some flavor will dominate new spectrum. Or do you see a non CDMA winner in new spectrum? If so, what? In current spectrum are you saying that the "ubiquitousness"" of GSM/GSPR and its "robust data services" are the means of winning? Since in most of the world outside Europe there will be head to head competition between GSM/GPRS and CDMA/1x(EV) starting next year or in 2002 and thereafter, why is the outcome so clear? In current spectrum, are you saying that the current speed limitations will prevent 1xEV from being competitive to GSM/GPRS when they are operating side by side? Or if not, what will? Is it that the "robustness" of the GSM/GPRS data services win over CDMA/1xEV, i.e. "services" over "speed"? Is "content" the key? <<CDG and QUALCOMM ...are clueless in the big wide world of the global inititiative to migrate from 2G to 3G.>> Meaning? Is it that they are frozen out of 3GPP? Or is the Q playing like an amateur on the ground - simply outclassed? <<cdmaOne/cdma2000 is intolerably weak in data services, voice roaming, data roaming, and cdma network to network interoperability, not to mention basic data services (SMS, EMS, MMS, fax), intra standard voice roaming, data roaming, billing for the above and network to network interoperability. For this reason they are being BLOWN AWAY by a player that has mastered the game and dots every 'i' and crosses every 't'.>> Who is this player - a composite of GSM/GPRS manufacturers and operators? In what way is GPRS superior to 1x - let alone 1xEV? Is it just that it is more generally available and the data services "robust"? In sum, are you saying that technology is not all that important and that the GSM/GPRS jugernaut will prevail now, and in the indefinite future? Even in new spectrum? Look forward to learning more of your thinking. Best. Cha2