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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 169.42-2.2%2:15 PM EST

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To: Kayaker who wrote (3830)12/1/1999 12:40:00 PM
From: Bux  Read Replies (2) of 13582
 
Add in internet access @ 384 kps with 1xRTT (even though 1xRTT doubles capacity) and it looks like an explosion in demand for voice and 1xRTT access alone. I would think that even carriers with the extra capacity will have no trouble filling it with voice and 1xRTT data over the next couple of years. Will it make sense for them to allocate spectrum for a widespread rollout of HDR?

In the context of 1XRTT and even HDR, data makes a lot of sense when you consider it is packet data. This means a "wireless channel" will not need to be maintained for data users. Yes, I know CDMA is spread spectrum and a "channel" is not maintained for voice either but when people talk on a phone, silence is not golden, it is embarrassing. So a voice call will not have long periods of no bandwidth usage. Irwin Jacobs has been talking about the "bursty" nature of data for a long time. This means that hundreds of data users can all share the same spectrum (so to speak) since the data requests will come at different times. So don't be put off by the 384Kbps rate and assume it will clog up the available spectrum. As long as users aren't downloading streaming video, the high data rate will just zap documents to the wireless device and be done with it. Even a speed reader will need to digest the new information for a while before a new request is made.

But I do disagree with Irwin's suggestion that carriers will be able to offer HDR at a flat rate. That would encourage too much bandwidth usage with streaming video, etc. The carriers will need to charge per Mb but that doesn't mean it will be expensive.

With wireless data, the skeptical remind me of the people who were skeptical of the MSFT motto "A computer on every desk." It was only 15 short years ago that the mainstream media and the person on the street was saying that your average person has no need for computing. They missed the fact that it was about communication, word processing and sharing information. Wireless data is about these same things but it is more empowering because it can travel with you.

Bux
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