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.

Technology Stocks : Nokia (NOK) -- Ignore unavailable to you. Want to Upgrade?

To: carranza2 who wrote (9345)	2/21/2001 1:34:22 PM
From: Eric L	Read Replies (3) \| Respond to of 34857

carranza2, << Smart CDMA operators, primarily those located outside Europe, will evolve into CDMA2000 because of the relatively inexpensive transition costs. >> The "stupid" ones will choose W-CDMA for IMT-2000 spectrum, like the Korean carriers did. The other "stupid" ones that currently use GSM (and probably several that currently use IS-136 TDMA), will choose W-CDMA. These "stupid" ones spent time over the years to focus on network to network interoperability, data services, and roaming evolved a very robust end to end standard and platform as a result. << If CDMAOne would have gained a foothold in Europe, you would have seen reasonable spectrum auctions and lots of CDMA2000 contracts >> Could you explain why the auctions of 2GHz IMT-2000 spectrum in Europe would have been "reasonable" if cdmaOne had gained a foothold in Europe? Let us suppose we had cdmaOne and GSM deployed in Europe today. We probably would be seing much escalated prices in the auctions, IMO. << The Euros may, if they have a lucid interval, go to CDMA2000/GSM overlay which should be available before WCDMA is in full rollout.>> They may if a cdma2000/GSM overlay is ever standardized so as to be completely interoperable (not just harmonized) with GSM, GPRS, and W-CDMA, and somebody commercializes the technology. That is not going to happen overnight, and there is no indication at the present that anyone is considering doing this. As a QUALCOMM investor I put that in the VERY wishful thinking category. << I won't even mention the GPRS sauna rocks and the unavailability of handsets for the first stage of the WCDMA evolution. >> Sort of like the unavailability of handsets for 1xRTT is it not? - Eric -