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 : Nokia (NOK) -- Ignore unavailable to you. Want to Upgrade?

To: Mika Kukkanen who wrote (1368)	1/18/1999 1:01:00 PM
From: DaveMG	Respond to of 34857

Mika,...It doesn't matter who's testing what until the standards game is over. The differences in these "standards" are fungible. You can build WCDMA with Q's 3.6x chiprate and still call it WCDMA. The whole damned thing can be called WCDMA, the new world standard, everyone's a winner, Ericy gets WCDMA and IS95 get their chiprate. Show us studies where WCDMA as per the ETSI proposal outperforms CDMA2000 in a meaningful way and we'll take what you have to say more seriously..Dave

To: Mika Kukkanen who wrote (1368)	1/18/1999 2:18:00 PM
From: Maurice Winn	Respond to of 34857

Mika, sure enough, implicit in his statement was concern over 3G upgrades. He wouldn't want to order cdmaOne then find the bloody chip rate was in fact raised or synchronization changed and he had to install a whole new system when 3G finally arrives. But he will be ordering some equipment when decisions are announced. He won't be waiting another 2 or 3 years for 3G stuff to come trundling out. Meanwhile, subscriber growth has slowed so they aren't under as much capacity pressure as expected, costs for cdmaOne equipment will be going down so they save money by waiting and they can see which way the wind is blowing. As already replied to you, they can test anything they like and I'm sure Ericy is happy to fund a test VW40 system to try to get them to adopt it. By delaying on cdmaOne, this also puts a lot of pressure on QUALCOMM to resolve WWeb royalties and licences. As was already obvious from China, new GSM and cdmaOne systems are both held up until the arguments are resolved somehow. Of course some systems of both will still be installed because economics dictate action now, even before decisions. But Tay's delay shows the need to get things on the road. By delaying, he risks the other networks gaining more customers and as churn rates reduce, he will have less chance of recovering them and he misses out on the income, so it isn't a free delay for him either. How's that for snake oil? Maurice