Forum Archive Index - July 2000

[Brian Gale <brigale@i4free.co.nz>]

Hi Rhys

         Thanks for the info but I have to confess that the technical 
aspects are rather over my head.

         As you are up with the technical play would you mind giving an 
outline of the various terms i.e.
SMS, WAP, CDMA and I'm not  not even sure about GSM.

         I'm sure other Chatters will find this of interest to get a better 
understanding of what is happening in the battle of the telecos.

Regards
Brian



At 11:03 26-07-00 +1200, you wrote:
>The cellular market is another interesting one.
>
>Vodafone is cleaning up with their SMS service, which Telecom has had
>extreme difficulty matching.  Do you know _anyone_ who has ever successfully
>sent an SMS message from a Nokia 5120i?  (The only phone supposed to be able
>to do it).
>
>SMS is big money in the UK, with Vodafone over there pulling in GBP10M+ per
>month, one can only assume that they are also cleaning up here.
>
>There is no indication that Telecom will have any workable SMS service
>working before the end of the year, and when they do there will be the
>problem of legacy analog phones not being able to receive etc.
>
>Telecom is also way behind on WAP implementation, with sketchy results from
>their pilot, whereas Vodafone has rolled the service out.
>
>I predict that these problems will contribute to considerable loss of
>business to Telecom Cellular over the next 6-10 months.
>
>However after that time the tables will turn dramatically if Telecom can
>manage to get CDMA to market.  If they do, they will be in a position to
>offer phones with far greater capability than Vodafone's GSM, and the
>upgrade path for Vodafone is much more difficult.  WAP might look good now
>when there is no other competition, but a 2G or 3G CDMA rollout will make it
>look like the stone age.
>
>So I predict bad news for at least 6 months, and then a possible turn around
>if they can get over the technical hurdles and deliver CDMA.
>
>TEL prob. a good buy around Oct - Nov.
>
>Rhys Lewis


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