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Re: GSM's Dominance Growing
by
Jim Courtney
Two points to note here:
1. Cingular is asking 8% of their customerrs to upgrade to GSM from their older technology phones: TDMA and analog. Amazing that some people are still on analog, given the security problems it had. Expect Rogers to do the same in Canada at some time in the near future as much for network capacity reasons as for dropping old technologies.
2. There are simply more handets/devices coming out for GSM than for CDMA. In fact, Nokia has taken recent actions that effectively are an end of line strategy for CDMA-based devices (see below); their E series and N series devices only work on GSM and the associated GPRS/EDGE/UMTS data protocols. The very well received Blackberry 8700 series, of which you recently spoke so highly. is only equipped for GSM//GPRS/EDGE/UMTS.
From Nokia's recent Q2 quarterly report: Nokia announced that it will not be forming the proposed CDMA device company with Sanyo. Moving forward, Nokia intends to participate selectively in key CDMA markets, with a special focus on North America. Nokia plans to ramp down its own CDMA R&D and manufacturing by April 2007.
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