Forum Archive Index - July 2000

[Riaan van der Merwe <Riaan.vanderMerwe@asbbank.co.nz>]

Rhys

I have spoken to a Telecom engineer late last wek and he is involved in the
rolout and pilot of CDMA in Wellington.The sentiment i got from him is that
it is going really well and as you say Telecom will start catching up if
this rolled out succesfully at the end of the year - Hopefully they don't
operate like Microsoft and take ages the implement these changes - Good buy
late in the year

Cheers

Riaan van der Merwe
Systems Specialist
TI Implementations
Technology Infrastructure
ASB Bank
> * (09) 374 8062
* Mobile 025 962 601
* Riaan.vanderMerwe@ASBBank.co.nz

> -----Original Message-----
> From: Brian Gale [SMTP:brigale@i4free.co.nz]
> Sent: 26 July 2000 12:00 PM
> To:   sharechat@sharechat.co.nz
> Subject:      RE: [sharechat] Telecom & XTRA
> 
> 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
> 
> 
> --------------------------------------------------------------------------
> --
> http://www.sharechat.co.nz/          New Zealand's home for market
> investors
> To remove yourself from this list, please use the form at
> http://www.sharechat.co.nz/forum.shtml.
========================================================================================
This e-mail message and attachments are confidential to our organisation and 
subject to legal privilege.  If you have received this e-mail in error, please 
advise the sender immediately and destroy the message and any attachments.  If 
you are not the intended recipient you are notified that any use, distribution, 
amendment, copying or any action taken or omitted to be taken in reliance of 
this message or attachments is prohibited.  
=========================================================================================

----------------------------------------------------------------------------
http://www.sharechat.co.nz/          New Zealand's home for market investors
To remove yourself from this list, please use the form at
http://www.sharechat.co.nz/forum.shtml.