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14 Comments
WiMax Empire Poses Continual Threat to the AT&T Network
LTE, is supported by 3GPP and all the infrastructure vendors. Its compatibility with GSM, UMTS, HSDPA and HSUPA is defined since the start. It allows use of multiple bandwiths (starting from 1.2MHz) and FDMA and TDMA options, which allows it to be implemented in every piece of frequency that is currently used for 2G or 3G networks, and grow in smooth way. The terminals that will support LTE will have an smooth evolution as the HSDPA terminals did. You actually don't need to build a huge network to start offering it (this might sound good for carriers) and finally, all big players are supporting it (T-Mobile, AT&T, Vodafone, Telefonica, America Movil, etc).
I believe in WiMAX, as a good broadband solution as backbone for rural areas... not as an access solution, as it is not compatible with the current techonologies, not even CDMA which is so well spread in the U.S.
The times when a new technology could just appear and make a business case for itself are gone. If you are not compatible with the current access networks you may not have any future. A business case for a 14B USD investment in a technology which not everyone believes in, and with an LTE solution coming... sounds risky. May work but I would never bet on that. Disclaimer: Telecom Engineer from NSN, ex-Nokia Networks and ex-Motorola
Smart Phone Wars: iPhone vs. Blackberry vs. ...Android?
But I think this kind of analysis is good at some extent, as it works enough for playing with APPL stocks, which is traded in the US.
Is Blu-Ray Actually Microsoft's Victory?
Ready for 4G? Ericsson Expects LTE Deployment in 2012
iPhone Now In 2nd Place In The US Smartphone Race, 3rd Globally
Nokia N96: Where's the Touch Screen?
Nokia N96: Where's the Touch Screen?
@Brewer: you were kidding, right? you do realize that it's a double slider, don't you?
I Want A Piece of Alibaba's IPO
Five Reasons Why Apple's iPhone Is More Disruptive Than You Think
What Is Nokia Thinking? Navteq Bid Makes No Sense
pre-owned phones? where? what are you taking about? If you are talking about black market, how do you know how many they sell? the sales in "developing" markets as China and India does not mean that they are all poor... they have big markets... don't you get it? Nokia has 39% market share in the world, and not thanks to low-end handsets... it is by far number 1... and in US it is 3rd? 4th?... Motorola is number 1 in the US... and 3rd in the world (behind Samsung)... there are reasons for that, and that is not only Europe, but LatAm, China and India...
What Is Nokia Thinking? Navteq Bid Makes No Sense
Clarifying "Why Apple's iPhone Doesn't Need 3G"
How can you talk about latency if you have no clue what latency is in the EDGE network that iPhone uses? EDGE latencies are around 10 times higher than in 3G networks. Was this the main point?
"Any company, not just Apple, who can figure out how to deliver great experiences on low-bandwidth networks, has a huge advantage over those that require 3G because 1) they have a much larger addressable market, and 2) their service can get used in more places for years to come."
I don't know 1 single operator that is not planning to move to 3G within 2 years time tops (excluding the ones that have already moved). And this is not US market, you can see this in African market even...
"And no matter how much we may argue about the various technical merits, that market reality isn't likely to change within this decade."
I am afraid this may be the case in the US, as most of the operators are sticking in the CDMA2000 with EV-DO and EV-DV variants... these technologies most probably won't succed, and the will have to migrate to HSDPA or LTE... US market is losing time with these technologies, and even Jobs knows it, that's why he picked the cheapest radio technology from european standard (GSM).
Why Apple's iPhone Doesn't Need 3G
All your points are sadly wrong. Latency is around 10 times lower in a 3G network. I don't know if you are familiar with the term WIDEband CDMA... The carrier in 3G is wider than the ones used in 2G. The trick is in the coding, even at very low RF conditions 3G will perform much better than 2G... 2G (GSM) defined in 1992... while 3G in 1997, and HSDPA in 2002-4... you are trying to say that a technology that has been defined and standarized years after... is worse??? the consumption in 3G devices is higher, but if you want to make this comparision, you should consider that the data vs. time efficiency in the 3G device is much higher than the one in a 2G device. Of course if you just start "webbing" with no purpose, the 2G device will last more, but that is not the idea if you are a business user...
I think you need to visit real 3G markets in the world, unfortunately the US market suffers to have very low-quality networks, and I think that is the reason why someone can have conclusions like yours...
What Is Nokia Thinking? Navteq Bid Makes No Sense
Check the Q3 results from Nokia released today...