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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 177.74-2.3%3:59 PM EST
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To: John Biddle who wrote (31434)1/20/2003 5:53:15 PM
From: kech   of 197139
 
3G is only a disaster in Europe because they insisted on a technology that doesn't work. 3G will become a reality, in Europe and everywhere else, eventually. Without 2.1 spectrum, GSM1X seems their only option to compete.

It could work that way. Bouyques does need a 3G approach. Maybe regulators will listen to their suffering. My prior though is that regulators would feel somewhat guilty for the fix the carriers are in that bid and paid for 3G. I would think they would be most flexible to them to allow some kind of payback on their investment.

However, as you said, and which is consistent with need to therefore be unwilling to give a break to non - 3G bidders:

Regulators may see it as further undermining the economic viability of the 3G license purchasers, in such dire straits now, and may not budge on opening up what they consider 2G spectrum.

It is hard to speculate on whether the expressly forbidden will give first (i.e. non GSM in 2G) or the somewhat less forbidden, but less efficient approach - GSM1X in 3G spectrum.

Such speculation requires looking into the flinty heart of a regulator. I was just thinking that the 2.1 ghz spectrum at least tolerates alternative 3G ITU standards of which 1X is one but the 2G spectrum expressly forbids non-GSM technology.

From a practicality point of view the use of GSM1X in 2G would be the most efficient way to deploy it but when did that ever matter for anything? If this was the case they would have dropped the whole wide band 5 mhz band long ago and gone for the more flexible 1.5 mhz approach suggested and used successfully by CDMA2000.
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