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To: tero kuittinen who wrote (18298)11/13/1998 1:34:00 PM
From: Gregg Powers  Read Replies (1) | Respond to of 152472
 
Tero:

Please stop the BS. Growth rates are important when compared against a meaningful historical metric. If the growth rate of GSM's worldwide user installed base accelerates from 20% to 25%, that is an analytically meaningful metric. In contrast, the North American GSM market is so nascent that the launch of a handful of new carriers will profoundly effect year-over-year comparative growth rates. Going from one subscriber to five is pretty heady growth, but statistically irrelevant.

Obviously then such comparative statistics are subject to bias and promotional interpretation depending on your point of advocacy. If you want to be intellectually honest, you need to look at the deployed geographies and attempt to compare the competitive dynamics at a micro level in order to attempt to calibrate who is winning and who is losing. You know this of course, but it is easier to sling hyperbole than to build a spreadsheet and research the topic.

Let me ask you this..there will be something north of 20mm CDMA subscribers by year-end. Given GSM's head start, purported manufacturing economies of scale, and yes..Nokia's wonderful phones..doesn't every single CDMA subscriber represent marketshare lost by GSM? I mean, in the absence of Qualcomm, wouldn't GSM have been ubiquitous? Why, given all of GSM's advantages, as anyone at all deployed such an economically bankrupt technology as IS-95? Oh yeah..everyone who doesn't use GSM just wants to go bankrupt..I forgot.

You remain the master of ducking tough questions. You throw 3G around as though you really understand its implications, but cannot explain specifically the deployment merit of W-CDMA over cdma2000. You act as though the move to W-CDMA is a victory for the Europeans instead of a capitulation to direct sequence spread spectrum...my God...it was people like you who expected Columbus to sail off the end of the earth. But of course you haven't reread any of your postings to the Frezza Forum lately have you? Quite an analytical track record you had there!

By the way, although I realize that I am wasting my electronic breadth, please specifically identify the "5-6 CDMA operators" that have had a "surprising fall" in subscriber numbers. Do you stay up nights inventing this stuff?

Gregg



To: tero kuittinen who wrote (18298)11/13/1998 3:04:00 PM
From: Jeff Vayda  Read Replies (2) | Respond to of 152472
 
Tero, Time to review some numbers and presentations given in the past. I attach the locations should you care to review the bias of the authors.

Source: TOMONET INTERNATIONAl
tomonet.com

North America Subscribers, in thousands

////////// 1996 / 1997 / 1998 / 1999 / 2000
CDMA / 40 / 2,487 / 9,310 / 19,217 / 32,096
TDMA /2,337 / 5,248 / 11,788 / 19,421 / 28,936
GSM /393 / 1,182 / 2,646 / 4,507 / 6,263
Analog / 43,838 / 49,095 / 50,444 / 47,200 /41,100

(anyone know how to do tabs?)

Source: Datacomm Research February 2, 1998
datacommresearch.com

Intro: - Chesterfield, Missouri - Little more than a year ago, critics wondered if CDMA would make it to the starting line. Now, CDMA is positioned to catch market leading GSM by early 2003. That is one of the conclusions of Datacomm Research Company's new study CDMA Wireless Business Opportunities, a comprehensive report examining CDMA wireless technology, applications, markets, competition, and future developments.

1). GSM (PCS 1900) is the only one of three competing digital wireless technologies in North America that:
A). is not participating in the 800 MHz band, B). was not selected by a nationwide wireless operator, and C).does not enjoy the support of one of the top four long-distance carriers.

2). CDMA is unopposed by GSM in Asia's first and third largest markets: Japan and South Korea. CDMA's versatility as a cellular, PCS, wireless local loop, and mobile satellite solution will overwhelm GSM in the region as a whole. PDC, used only in Japan, will fade due to limited coverage. PHS, a limited-mobility system, will continue the decline in subscribers that started in late 1997.

3). U.S. cellular operators will accelerate their migration to digital. More cellular operators have committed to CDMA than U.S. TDMA. GSM was never designed to overlay existing analog networks, and is not a factor in the U.S. cellular market.

4). GSM has a commanding lead in Europe. But CDMA is taking root as a wireless local loop (WLL) solution in Eastern Europe. Intensifying competition will drive some West European operators to deploy CDMA for capacity, rural coverage, and to capture roaming revenue from visiting North American and Asian CDMA users.

5). CDMA's higher capacity and larger cell radius make it the clear choice for wireless local loop applications. CDMA WLL networks are being deployed in China, India, Brazil, Russia, and other populous, developing countries.

6). The Globalstar satellite network will give CDMA a worldwide footprint. There is no worldwide GSM satellite network in the works. The leading GSM manufacturer, Ericsson, plans to produce and sell Globalstar handsets.

7). GSM's open interface between base stations and switches makes it possible to overlay CDMA radio access. This will facilitate the development of CDMA-GSM "dual-standard" networks.

8). The World Trade Organization Agreement calls for an end to government technology mandates that have barred CDMA from dozens of markets. CDMA is being considered for use as a PCS technology in countries that previously standardized on GSM.

9). IS-95 CDMA's technical advantages are real. CDMA is demonstrating 2 - 4 times GSM capacity, the
ability to cover a city using half as many cells as GSM, longer battery life, and superior audio (fidelity, noise suppression, and performance under high error rates).

Source:Wireless Communications Market Overview
Quent Cassen
IEEE Orange County Communications and Computer Societies
April 28, 1997
(http://www.ieee-occs.org/wireless/sld001.htm)

GSM Advantages Perceived by Proponents

Already deployed as a worldwide standard

35 million subscribers today
150 million subscribers in 1999 (est.), outnumbering CDMA 7 to 1

What Users Want in a Wireless Carrier

No roaming charges
Lower cost
No contracts
Cost monitoring
Better battery life
Better service and coverage
User friendly phones (such as obvious volume control)
Simple, uncomplicated billing plan
No fraud
No dropped calls
Privacy

(Funny no mention of weight)

Jeff Vayda