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To: Wyätt Gwyön who wrote (110535)	1/9/2002 10:06:21 AM
From: slacker711	Respond to of 152472

what do you think of Tero's point about the difficulty of a single carrier trying to run multiple standards, a la KDD? other than the politics (and the fact that money was available), i don't see how this two-pronged makes for an easier roadmap for Unicom. it would seem confusing to consumers, among other things. He's right. Of course, I am still waiting for him to make a similair point closer to home. AWE and Cingular are both going to be doing precisely the same thing....and that number is going to expand dramatically when 3G launches across Europe. All of those carriers are basically going to have two separate networks. It wont matter in Europe since all of the operators are doing the same thing. I think that it is going to hurt AWE and Cingular since they have competition. If Unicom was operating in a truly free market, I wouldnt give it much chance at success (I would define success as averaging at least 10m new subs a year). Again, Unicom's success is going to depend on the government's comittment to a domestic handset manufacturing industry. If Unicom were left on it's own it would probably add a couple of million subs a year (say 5-7) while canibalizing their own GSM customers. BTW....the one factor that could help Unicom market CDMA as upscale is the success of wireless data. They should have a 1x network running by the end of '02. Slacker

To: Wyätt Gwyön who wrote (110535)	1/9/2002 10:38:07 AM
From: Eric L	Respond to of 152472

Mucho, << Tero's point about the difficulty of a single carrier trying to run multiple standards, ... it would seem confusing to consumers, among other things. >> It was really confusing for Sprint customers in Baltimore/Washington. APC Sprint Spectrum very successfully launched its all digital GSM in November 1995. About 18 months later they started offering Sprint PCS CDMA service out of the same retail shops and channels. Sales bogged for both until they finally divested the GSM license usage (and gear) to Omnipoint, and replaced GSM handsets with CDMA handsets and started operating solely as Sprint PCS. KDDI really did a pretty good job moving customers off PDC and onto CDMA but in the process they were the DoCoMo gap widened (just narrowing now) and they were overtaken by J-Phone. To say the least, it is a tricky marketing endeavor to promote multiple technologies. Dual-mode GSM/CDMA will help in China just as dual-mode AMPS/CDMA (or AMPS/TDMA, AMPS/GSM) did here. Likewise, GAIT (AMPS/GSM/TDMA) handset availability will make the hairy technology transition of AWS and Cingular somewhat easier than the TDMA to CDMA transition of US Cellular, and the lack of a similar CDMA offering makes technology choice more difficult for Latin American TDMA carriers considering CDMA. - Eric -