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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: Maurice Winn who wrote (59239)	1/22/2005 4:10:03 AM
From: elmatador	Read Replies (1) \| Respond to of 74559

Hi Maurice! A case of created (by markteers)higher expectations that were't fulfilled. Instead of having a common front at 3G with single technology, which would end up costing less since the R&D effort would be concentrated, we had, again, the VHS Betamax or Apple IBM PC schism. Everybody want to create a technology and then milk in the royalties. But the next guy also wants the same royalties. Now we will have to wait for 4G to deliver what was promised by 3G. By then quite a few 3G players would be history.

To: Maurice Winn who wrote (59239)	1/22/2005 4:41:28 AM
From: elmatador	Respond to of 74559

It's worse than that MQ. T-Mobile needs dirty cheap mobile phones, they now know they are available in Thailand, Nigeria, Bangladesh and Brazil. They want: <<Larger volumes of single models will also enable operators to demand bigger discounts...>> this is what the deal is in the boom m,arkets of the developing world. <<Trimming the number of phones and cutting the handset subsidies it offers to customers accounts for €500m a year of the cost cuts.>> Again time is the dimension. I'm not denying the script you describe is not going to happen. But it will take a while. Meanwhile, prices of mobiles have to decrease even more so that more subscribers in Indonesia, Bangladesh, Nigeria uses the network. And as T-mobile case shows the low prices will percolate to everywhere.

To: Maurice Winn who wrote (59239)	1/22/2005 8:55:21 AM
From: Ihubber	Read Replies (1) \| Respond to of 74559

"UMTS aka 3G isn't as good a 3G technology as 1xEV-DO" Maurice, Did you ever sell used vehicles? Just exactly how much speed does one need to "Having Google right there in the palm of your hand"? I would thing GPRS and Edge are adequate for a handheld mobile and I am sure WCDMA surpasses any bandwidth required for a handheld application. From my viewpoint the backhaul is the limiting factor in the bandwidth/price game, not the RF end. While one might argue that "DO" is better than WCDMA for data you can rest assured that the pricing will be high enough to keep too many "DO" users from dominating the limted bandwidth available. p.s. Do you happen to know of any links to what the data speed is in a fully loaded system? ALL IMO