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Strategies & Market Trends : Drillbits & Bottlerockets -- Ignore unavailable to you. Want to Upgrade?

To: Venkie who wrote (14864)	7/3/2001 12:14:57 PM
From: Jorj X Mckie	Respond to of 15481

My understanding of the situation is that CDMA is the better technology, but that the GSM path to 3G has a much greater deployment worldwide. I believe that the winning decision on mobile wireless will be a business decision and not a technology decision. In China, there are 80,000 subscribers to the trial CDMA system a fraction of the number of GSM users. Meanwhile China Mobile is deploying GPRS at a remarkable pace. The U.S. is way behind the rest of the world in the adoption of mobile wireless. I think that this colors our view of what will happen. Even then, a couple of big mobile wireless providers in the states have recently announced that they are going with GSM based systems for the 2.5G and 3G deployment.