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

To: Eric L who wrote (42801)	5/21/2001 3:11:55 PM
From: tinkershaw	Respond to of 54805

<< ...CDMA in 1996 ...At the risk of being tarred and feathered by americans, >> My thoughts exactly Eric. Even with low bandwidth, voice applications, the switch from analog to TDMA systems provided enormous economic benefit to carriers. A high-volume carrier simply cannot compete using an analog system. The quality of calls are inferior but also are the number base stations one needs to keep in service. As demand for wireless bandwidth picks up the same thing will happen economically to the carriers between GSM and CDMA. CDMA is just so much more spectrally efficient and cost-effective that you will have to go that way to remain a competitive provider. It will just cost too much to keep up with bandwidth demands. Thus, as Eric stated. GSM may be dominant now. And there is no compelling reason to remove this dominance at the moment. But as more bandwidth is demanded by wireless customers telcos to remain cost-competitive (plus performance competitive on the high-end) will have to move to CDMA systems for their spectral efficiency. Tinker