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

To: slacker711 who wrote (467)	12/3/2003 2:24:13 PM
From: Eric L	Respond to of 2955

The DO EDGE ... Slacker, << I think you are missing one key aspect in the comparison between EDGE and 1xEV-DO....cost per megabyte. >> I'm not exactly missing it, but I have problems quantifying that, especially quantifying it anywhere outside of Korea or Japan where the 3 carriers committed to DO, have reasonably ample spectrum, compared to the carriers in the more voice-centric Americas where consumer's wireless data awareness, readiness, and willingness to pay for same is considerably less mature than Korea or Japan. In the US the big DO pipe, priced properly is going to be attractive to businesses that employ individuals with a need for mobile wireless data services, even if DO is only available in the top dozen major markets. The consumer is another thing Nobody in their right mind is going to replace cable, or ADSL, with DO given the bursty nature of mobile wireless telephony and latency issues, and American consumers aren't really ready for wireless data services, even if meaningful ones existed, which they don't. Can you see my good friend --MB watching TV on a 2" screen or composing a post on a handset keyboard, qwerty or no qwerty? Meantime, DO, was not designed for real time data services and it's probably not ever going to deliver them satisfactorily. << I think that this is the basic advantage that DO is supposed to be able to deliver to the CDMA carriers >> Well, it is, but I've always had a REAL problem with Qualcomm's cost/MB pitch as they constructed it. << The fact that both KDDI and SK Telecom dramatically lowered their data pricing with the deployment of DO would seem indicative of its cost advantages over 1xrtt >> Maybe. T-Mobile USA dramatically lowered its data pricing more than any carrier in the world with, of all things, GPRS. One advantage of EDGE, IMO, is that the GSM world is a step ahead of CDMAland in developing uniform open standardized service and application enablers, and apps and content will develop and be implemented quicker - but OMA will help the CDMA community as well. << This isnt a direct comparison to EDGE, but thus far, EDGE and 1xRTT seem comparable. >> I see some capability benefits of EDGE over 1xRTT, but as far as data transmission speeds go, its a wash, IMO. Both improve on typical dial-up speeds of ~40 kbps by 50-100% or so, but there isn't much difference. Right now EDGE appears to have greater latency than 1xRTT, but it's about where 1xRTT was when 1st implemented here and I suspect next year it will be about the same. << Of course, this depends on the carrier. Verizon has never been a company that has pushed pricing to get market share. >> Coverage, Capacity, and Customer support is not a bad combo. I know you agree with me that how Verizon moves on DO is going to be crucial to its fate. I really do think that if Verizon moves forward with it gives them an EDGE in the business community. Additionally if they move, it could accelerate AWS migration into WCDMA to protect their business user base. - Eric -