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just starting my DD on this area of technology. I was wondering if these two standards are like VHS v. Betamax ( one new to the game with superior technology whose acceptance is accelerating, while the other is entrenched and has the momentum to drive further growth worldwide )

Any help would be appreciated,


A further comparison.

Beta == CDMA == proprietary/licensed tech

GSM = VHS == "open" tech

A further note. GSM vs CDMA is (just now) a very europe and the world versus America thing. GSM is entrenched worldwide and seems to be better for roaming CDMAs strength, as I understand it, is data rate. Now that may or may not close with next generation standards and protocols.

My take is that GSM-->G3 will win. QCOM will win if CDMA is incorporated into G3 and lose if they insist (long term) on keeping the tech proprietary. The europeans seem very suspicious of proprietary american standards (oftentimes) and with the exception of the Finns (and NOK of course) are not as wired or internet dependent as we (I should say appear to be) are.

Just some random thoughts. There is plenty of space for multiple winners. If I was betting right now in the very long term, I would figure on NOK and QCOM if they get smart, plus some other lesser players.

cheers,

jgc


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