Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Ericsson overlook? -- Ignore unavailable to you. Want to Upgrade?

To: elmatador who wrote (2562)	1/17/1999 10:53:00 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 5390

Nor over-estimate it either. Especially if the incumbents use spears to fight off muskets, cavalry to fight off Panzers, horseshoes to fight off tyres or analogue to fight off cdmaOne. WLL in Brazil seems okay! Maurice

To: elmatador who wrote (2562)	1/18/1999 10:42:00 AM
From: Clarksterh	Respond to of 5390

ElMatador - There are several different issue here, and I think you are getting them confused? 1) The installed base - no question that there is more installed hardware in switching centers than there is in mobile last miles. 2) Amount of hardware installed each year - I think that there may actually be more wireless equipment (MSC to handset) installed every year than switching gear for the PSTN, but in any case it is much more evenly matched than #1. 3) Growth rates - Almost without doubt the growth rate for wireless is higher than for the switching gear in the PSTN. Sure, the PSTN has to expand to accommodate more users, FAXes, WWW, ... . But the wireless arena has to rip out all of their hardware every 6 or 7 years (AMPS to GSM/CDMAOne/TDMA to 3g) and in much of the world the penetration is still much less than traditional wireline. I am not saying that PSTN switching is not growing - since it is - I am just saying that wireless yearly revenues are probably higher now and almost certainly growing even faster. It is for this reason that there is a focus on wireless. Hope this helps clarify what I am saying. Feel free to disagree. Clark