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To: Caxton Rhodes who wrote (13721)7/13/2001 8:05:37 PM
From: Eric L  Respond to of 34857
 
Caxton,

<< Forecasts are forecasts Eric, performance numbers are a different story.>>

Choose your poison.

* Forecasts.

* Sub growth.

* Market Share.

* Technology adoption by carrier.
- 2G
- 2.5G
- 3G

Slides ain't selling.

<< No they haven't. They've said they intend to go WCDMA, they HAVE NOT GONE WCDMA yet. >>

Does this sound slight reminiscent to you of 1995/1996 when Hong Kong launched, and as stories filtered out and Korea was struggling to go live and so was BAM everybody was saying PCS PrimeCo & Sprint PCS have only said "they intend to go CDMA they HAVE NOT GONE CDMA yet".

Hope springs eternal.

- Eric -



To: Caxton Rhodes who wrote (13721)7/13/2001 9:03:34 PM
From: Puck  Read Replies (2) | Respond to of 34857
 
Caxton, buddy, why didn't NTT DoCoMo and Japan Telecom choose CDMA2000 when Qualcomm shopped it to them. If they had chosen Qualcomm's solution several years ago, there would be no WCDMA. The Japanese, after all, created this standard, which an overwhelming majority of the world has chosen to utilize. After taking a close look at CDMA2000, NTT DoCoMo and Japan Telecom instead chose to create a different standard, WCDMA, and then encouraged Ericsson (and Nokia) to manufacture equipment for it. Why did they do this instead of using what you consider to be the obvious solution? They had nothing to lose by going with CDMA2000, did they? Heck, they don't even own any of the WCDMA intellectual property. Japanese industry chose to create WCDMA of its own volition. It wasn't mandated by governmental decree. That CDMA2000 is the superior solution in the real world is, at its essence, a purely subjective conclusion. Reasonable people can disagree about this, as can irrational people. Which are you?