| Robert Coe 2008-01-20, 4:33 am |
| On Sat, 19 Jan 2008 00:18:22 -0700, Todd Allcock
< elecconnec@AmericaOn
Line.com> wrote:
: At 19 Jan 2008 01:00:33 +0000 John Navas wrote:
:
: > Yep. CDMA has been in serious decline, and this will tend to accelerate
: > the process, leaving Verizon increasingly isolated on a shrinking CDMA
: > island, probably why Verizon shares dropped much more than AT&T shares.
:
: But Sprint's problems have nothing to do with being CDMA. If CDMA is
: "declining," it's because Sprint is hemmoraging customers- not the other
: way around. If Sprint was GSM, GSM would've lost 650,000 customers instead.
That argument makes no sense. Sprint's ex-customers must have gone somewhere.
Those who went to Verizon (and there must surely be more than a few who did)
have no net effect on the CDMA headcount.
: > The bet by AT&T on GSM and 3G looks has been paying off well, and
: > beating out Verizon for the iPhone has made it the strongest player in
: > the U.S. market.
:
: Which has nothing to do with GSM (or CDMA), either. Other than a few savvy
: customers that travel internationally, I doubt 9 out of 10 cellular
: customers know or care what technology their carrier uses.
Even international travellers shouldn't care very much, since the rest of the
GSM world doesn't use the same spectrum bands that we do. Phones that handle
all four(?) GSM bands are still pretty rare and expensive.
Bob
|