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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (1185)	4/7/1999 9:34:00 AM
From: gdichaz	Respond to of 54805

Mike, Mike, Mike! :) We don't disagree at all that standards are still to be worked out and the degree of convergence within the CDMA 3 types is yet to be worked out. Also phones - the boxes configuration depend on that outcome - and perhaps even more importantly - the market. (The whole idea is freedom for the market to decide among the choices) My small point is that a phone box with the three technological modes imbedded is close to useless and will not be a major product. TDMA is US only. GSM is Europe and the world. CDMA is Korea, US and the world - including a major build up in Japan right now. The 3rd gen is (except for CDMA2000) 2 to 3 years away. CDMA2000 is closer in time (as are upgrades to IS-95 for more robust data during 1999). Globalstar will launch with its own special set of phones There is no advantage therefore to a tri mode CDMA/GSM/TDMA phone. And the 3rd gen phones with be CDMA of various flavors. TDMA 3rd gen will be separate if it ever gets anywhere. A TDMA standard will exist as free standing 3rd gen mode. But will much market be there for it. Skeptical the market freestanding TDMA will be large by then. But all this is guesswork in advance. Question is which horse will run the best race - that is the Q in my opinion. So Q designed phones will be ascendant - and they won't contain TDMA of any flavor IMO.. Chaz too