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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: kech who wrote (52996)	6/30/2006 11:47:44 AM
From: slacker711	Read Replies (1) \| Respond to of 197008

CDMA is actually doing quite well in developing markets in Asia outside the grip of the Eurocartel. Where? I'd love to see some subscriber numbers from a developing country showing CDMA gaining ground on GSM....it would be nice to see some positive numbers to end the week. Slacker

To: kech who wrote (52996)	6/30/2006 1:03:37 PM
From: BDAZZ	Respond to of 197008

>>CDMA is actually doing quite well in developing markets in Asia outside the grip of the Eurocartel<< The US as well.

To: kech who wrote (52996)	6/30/2006 3:01:07 PM
From: scratchmyback	Respond to of 197008

CDMA is actually doing quite well in developing markets in Asia outside the grip of the Eurocartel. I think Israel is the best example of CDMA vs. GSM competition. PelePhone launched their AMPS network in Israel already in the late 1980's, Cellcom was the the second operator with their TDMA network, and Partner/Orange joined the party only in 1998 with their GSM network. Cellcom switched from TDMA to GSM in 2002. I think there is still also a minor iDEN operator in Israel, but they have already lost the game completely. So, AMPS/CDMA had a head start, but where are we now? At the end of September 2005 both GSM operators Cellcom and Orange had 2,5 million subscribers, while Pelephone had only 2 million subs. The GSM operators are making money, while Pelephone is not. To be honest, I didn't have time to check the recent financials, but I suppose that situation hasn't changed a lot over the last two years. I believe that the easy roaming and SIM cards is the major advantage for GSM operators in Israel. Any Cellcom or Orange subscriber can use his/her phone practically anywhere in the world, while Pelephone's subs could as well leave their CDMA phones back home when they travel abroad. And the other side of the story is tourism, all the hefty roaming revenues from people traveling to Israel, go to Cellcom and Orange. I suppose that we can all agree that we euro-nut-socialist-commie-losers don't have too much to say about such decisions made in Israel. They make the decisions by themselves, and if they take any advise or orders from other countries, those orders come from the other side of the Atlantic. At least the fact that there were AMPS/CDMA, TDMA and even iDen operators before the first GSM operator, support this view.