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To: DaveMG who wrote (22032)1/27/1999 3:00:00 PM
From: Gregg Powers  Read Replies (2) | Respond to of 152472
 
DaveMG:

Think about it this way...IS-136 provides twice the capacity of analog but less than one-third the capacity of a IS-95 (CDMA) network. Since Tritel has already deployed IS-136, given the alternative of adding analog capacity or expanding its IS-136 system, it's clearly economic for the company to direct dollars to IS-136.

Many details are absent form the press release. How much of the $300mm if for infrastructure versus services, towers, network planning and so forth? Over what duration is the contract? What upgrade requirements has Ericsson committed to? What kind of vendor financing did Ericsson provide? The deal could be $300mm, cash on the barrel, for infrastructure delivered tomorrow, with no upgrade path OR it could be $300mm, with deployment over five years, no money down, no interest and no payments due for two years, with a free and/or discounted upgrade to whatever 3G system AT&T migrates to over time. The details of these deals are never as simple as the bold lettering on the press release.

Best regards,

Gregg



To: DaveMG who wrote (22032)1/27/1999 3:55:00 PM
From: Maurice Winn  Read Replies (2) | Respond to of 152472
 
Dave [1or2] The big TDMA order doesn't mean anything other than ATT makes a lot of money over the next couple of years before anyone is thinking of WWeb anyway. Fills a hole in their network. Drags in lots of long distance money. Builds a customer base...my thoughts on it here:

Message 7515161

Mqurice