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.

Microcap & Penny Stocks : Globalstar Telecommunications Limited GSAT -- Ignore unavailable to you. Want to Upgrade?

To: pcstel who wrote (20699)	1/1/2001 2:05:20 PM
From: rf_hombre	Respond to of 29987

PCSTEL, No it appears their stance is... Better to stick with 2.5G GSM/GPRS where they have IPR rights, and a Big Market share.. They will just sit back and deny QCOM IPR for GSM/GPRS! WCDMA... No Thanks.. We are just fine with 2.5G!!! For a couple of more years!!! I don't think the likes of Mannesman and Orange can wait for a couple more years. First, there are the terms of the license to fulfill that require 90% coverage of the urban areas by 2003. Then, they actually are obligated to have an ROI, sooner rather than later. These operators actually understand the concept of responsibility to shareholders, unlike a company we both know. Of course, there are operators in Europe that have not paid exorbitant auction fees, as in France, Switzerland and Sweden. But I still believe they would not mind making euros fast. Any applications for 300kbs mobile data rates in the more Wireless Savey Western Europe? I suspect business users, when they are nomadic mode might want to wirelessly access their WAN to retrieve files. But your point is well taken. There are a few technological developments required to make the applications more mass market friendly, including improvements in speech recognition and display technology (how about a foldable 15 inch display). Pundits also claim that UMTS services will have to provide customized, location specific information (information <> data). To date, operators have not developed cool location based applications. Instead they continue to make the mistake of equating data with information. From a commercial standpoint, base station economics would dictate that operators have to make more money per Hertz per hour for data than for voice. Somehow they will have to displace billions of Euros worth of voice traffic to data. rf_hombre