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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 166.05+0.6%3:59 PM EST
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To: Bux who wrote (3404)11/19/1999 12:03:00 AM
From: engineer  Read Replies (1) of 13582
 
Ok, suppose we give Cisco that they can come up with this and that they do develop the equipment. It only took QC more than 8 years to get out CDMA tot he point where it caught on. HDR has been around for at least 2 years getting verified ansd qualified and still has another 1-2 to get out there in use.

Then they have to go get approval to modify the waveforms accepted by the FCC for MMDS which has not been done yet.

Meantime the carriers can start radiating HDR TODAY on theri existing bandwidth, since it is just an addin to theri existing equipment as a digital board and a router. It uses the SAME RF as the CDMA voice. So the carriers make a business decision to add without any of hte rest ofhte hassle like new equipment rololout, new business startup, tower acquisition, FCC approval, LEC approval, etc. Then they have to explore new frequency propagation effects at 2.4Ghz versis the 1.9 GHz. Add on 5-7 years to get it widespread with coverage.

In the meantime, Sprint or Nextwave rolls this out and goes on with business using lower cost voice equiepment which has had the development costs amortized by using high volume voice business.

I think that by the time it gets out, the HDR will have been well established....

Besides, what's to stop the cariers from buying up the MMDS freqencies and putting the lower cost to roll out HDR in that space as well? Check out the registered owners of this space now....
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