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.

Technology Stocks : Nokia (NOK) -- Ignore unavailable to you. Want to Upgrade?

To: kech who wrote (19752)	4/22/2002 12:11:33 AM
From: Eric L	Respond to of 34857

Tom, << Not sure what you are driving at here??? ... Unless you are on the 5105 MSM vs 5100 MSM difference. >> No. I'm not talking about the MSM5000, 5105, 5100. I am talking about a handset, that I can take delivery of that provides always on packet data services, from a cdma carrier, at peak reates of 144 kbps, in the Americas. I'm talking mass market services ... not phone as modem. Please God Send Mobiles! << Though it is not clear how much of AWE's decision was based on the $10 billion from NTT. >> AWS chose their migration path before the nice NTT contribution. << Cingular also had some GSM properties from SBC and that may also have pushed them toward the GSM direction. >> Of course it did. SBC contributed PacBell, and Bellsouth contributed Bellsouth Mobility. << There is also the indication that Bell South was not a supporter of the move so it must have been close. >> It was not close, and don't confuse BellSouth with BSI << Rogers- I don't know about >> Well into their GPRS EDGE conversion. Telcel just starting. TIM making their move. << Still there are some going to CDMA, US Cellular and all indications suggest Nextel. There are also the Bell South Latin American properties as well as many recent LA announcements. >> Nextel might be bought before they act, and that will determimne their fate. They are however active in 3GPP2. I think BSI LA is pretty much a done deal for CDMA. Meantime, GSM has gone big time in the Americas. It is a totally different paradigm than it was 36 months ago. Potential squandered for lack of an adequate platform. - Eric -