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.

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

To: joancee who wrote (43603)	6/17/2001 10:15:17 PM
From: Eric L	Respond to of 54805

joancee, << The company is still on schedule to begin offering 2.5G services later this year. With equipment from Nokia, AT&T Wireless plans to add EDGE and UMTS to its network between 2002 and 2003. >> I appreciate the article. Somewhat timely. Several of us (including several who post here) have been "debating" on the Nokia thread today, when GSM-EDGE, might be ready for the "real world". I candidly have no real clue on this (other than some tid bits in the press and a few vague "hints" from friends in the industry) and EDGE has been kind of a mystery AWS really does not leak a lot might << We’ve said it before and we’ll say it again: Wireless is going to be one monster of an industry. >> I agree with that, despite the wireless slump we are in, as we transition to data. Interesting Newsweek article about Dr. Jacobs, Qualcomm, and China, linked below. It is a good (realistic) read for all Qualcommers. Liberal quotes from Terry Yen who is the CDG executive I most respect: msnbc.com Best, - Eric -

To: joancee who wrote (43603)	6/17/2001 11:16:51 PM
From: Mike Buckley	Respond to of 54805

the first nationwide 3G network I am humored by all the press releases and articles about who will have the first 3G network. It's not a lead-to-market issue as in other markets. It simply doesn't matter who has the first 3G network in a given part of the world turned "on." There are many issues far more important than being first, such as the speed at which it works, the marketing muscle supporting the network, the extent to which its customers will be able to roam, and the amount of profitability that the network provides its shareholders. --Mike Buckley