Zeev's Turnips Patch-No Politics (ZEEV)

[mjk]

Seems to me the most important thing he fails to mention that there is still not a working W-CDMA network, the best thing is NTT's FOMA service and KDDI has signed up more 1X subscribers this quarter than NTT has in a year. He focuses a lot on the niche bluetooth market. It's great to have bluetooth if you want it but ultimately the high-speed connection to the wireless network is through the phone's air-interface...and GSM/GPRS do not get you much in the way of speed or system capacity. I'd rather have a 1X phone cabled to a laptop than a GPRS phone with bluetooth "talking" to the laptop. 802.11 and bluetooth are still possibilities in the U.S., but is their absence really holding back 1X growth? Korea, Japan, and now China will prove that bluetooth is a niche market and is not important for wireless growth.