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

To: rkral who wrote (680)	2/1/2004 11:08:10 AM
From: tinkershaw	Read Replies (2) \| Respond to of 2955

EDGE is a 2.5G technology. It is about the equivalent, maybe of going to an ISDN from a dial-up system. Meaning, it is not broadband, and is only incrementally an improvement. The cost to upgrade the system to 3G WCDMA for AWE, from what I understand, will be more expensive than it will be with most of its competitors and it will take many years. EDGE does not compete well with EV-DO, neither in product delivered nor cost-effectively for the deliverer. In sum AWE is not well positioned, and its losing customers is one very blatant red light in that regard. But it does have a large footprint, a large customer base, and perhaps a foreign company wanting a foothold in the U.S. might consider it as an acquisition target. Tinker