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Technology Stocks : The New Qualcomm - a S&P500 company

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To: Kayaker who wrote (3809)	12/1/1999 12:07:00 AM
From: Bux	Read Replies (1) of 13582

Wireless for voice is exploding, 1XRTT will be plenty fast for many/most applications, and we recently had a Nortel exec state that many providers are maxed out on their available spectrum. I don't think any CDMA carriers are maxed on on spectrum or probably even close but some TDMA carriers are. So if IS-95 provides 3X TDMA and GSM, and 7-10X AMPS, then these carriers are only 1/3 full if they switch to IS-95. But why would they switch to IS-95 if they could switch to 1XRTT? I think 1XRTT provides 2X IS-95 (or 6X TDMA) so a carrier switching to 1XRTT from TDMA would have at least 5/6 of their spectrum free so some of this could be allocated to HDR, the rest could be allocated for future voice needs. I think these figures are in the ballpark but I welcome any corrections. Bux

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