Greg,
I'd be lying if I claimed to really understand this stuff but I think one of the most important things happening is that Q is figuring out ways to take advantage of the spare spectrum that these CDMA networks throw off by coming up with useful apps. HDR is one such example,the Sprint announcement today is another:
biz.yahoo.com
The beauty of data is it's bursty nature. You can send bits out into the ether, spread across the spectrum, they can fill the empty spaces left between our voice conversations, and presto... Who cares if it takes 3 seconds for that stock quote instead of 1 second, does some local delivery company care whether the dispatch center finds out now or in two minutes that it's package or whatever has arrived?
I think HDR works the same way except that it's about relatively high speed data. I'd imagine Sprint PCS has tremendous amounts of unused spectrum across the country. I think it was SSB that stated in one of it's reports that Sprint is only using 1/3 of it's spectrum at the moment. 1XRTT is to double voice capacity towards the end of next year, "all other things being equal" according to IJ. More wasting spectrum. So IMO whether CSCO's initiative competes or not, Sprint still needs to use this spectrum otherwise it's value just goes down the drain. From today's other release:
HDR provides a spectrally efficient peak rate of up to 2.4 Mbps in a standard 1.25 MHz channel bandwidth. Optimized for packet data services, HDR incorporates a flexible architecture based on standard Internet Protocols (IP). HDR's IP-based architecture allows flexible implementation of this wireless system in high-performance and cost-effective ways. As a complementary solution to voice networks utilizing operators' existing cell sites, towers, antennas and network equipment, HDR technology allows operators to leverage their current infrastructure investment and cellular/Personal Communication Services (PCS) networks. It can also be implemented as a stand- alone system using off-the-shelf IP backbone equipment. HDR is compatible with IS-95A, IS-95B and future cdma2000 networks, enabling existing cdmaOne(TM) service providers to obtain higher capacities and superior performance by optimizing voice and data spectrum separately, serving both applications from the same network
biz.yahoo.com
I think the stock was so strong today because people are just beginning to understand that CDMA's spectral efficiency is going to allow all sort of things people really haven't thought much about to happen, and cheaply to boot.
OK..enough boosterism...sure looks like an exhaustion gap on the ole chart BWDIK..
DMG |
