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

To: Maurice Winn who wrote (3251)	5/24/1999 6:30:00 AM
From: Mika Kukkanen	Read Replies (1) \| Respond to of 5390

Almost surreal... To quote Maurice, "In Europe, GSM replacement will probably happen with 3G which is a technology development which everyone will want. It will not be available on GSM. Therefore, GSM is toast." So what is EDGE...now doesn't that work within existing spectrum and is 3G capable? Yes and yes. More, "Maybe IS95 will always be smaller than GSM, but cdma2000 will not be smaller[including the W-CDMA variant of cdma2000]." It has been said by most that IS-95 will never be as big. CDMA2000 I notice now includes a variant callled WCDMA..interesting. Anyway, wideband variants of CDMA will of course be bigger as they are designed to run on both GSM and IS-95 networks (you just were a liitle shy to say that the version promoted by everyone bar Qualcomm will be the dominant version! Woo cares, you'll get the fruits of royalties, but maybe it would be a slap in the face for your predictions. As Mardy quite rightly quotes of me, and that is WCDMA has been designed to operate along side GSM - The ITU identified the 2GHz spectrum as available around the globe, but the dear old US, We think we know Best, of A decided otherwise. Can't say that GSM will last for ever, as we are now seeing the demise of analogue even in totally different spectrum, but hey...all they are doing is making it available for digital (e.g., NMT450 is becoming digitised, likely to be GSM 450). So here my argument might fail, if people can think far enough ahead...they might eventually replace GSM with CDMA to CDMA2000, as that it was designed for the same spectrum. But then they have a cheaper 3G alternative with EDGE. However, even i wont hazzard a guess to capacity of mobile in 5 years. Just one more thing," It is not in dispute in the slightest that cdmaOne is far more cost effective than GSM for providing cellphone service." I would like to know the definition of "far more"? It may be a little more, but then we all know that IS-95 is not that popular when a real choice exists fro the mass market...just look at some Asian countries sub rates. It is nice to know that IS-95 is burnt toast. Mika on a rant day.