The New Qualcomm - write what you like thread. Message Board

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Pastimes : The New Qualcomm - write what you like thread.

QCOM 175.13

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To: Maurice Winn who wrote (1272)	12/17/1999 11:41:00 PM
From: Maurice Winn	Read Replies (1) of 12245

*Cost of IP and Babe [TM]* Here's the cost and what's happening: Message 12324242 An excerpt < The study evaluated the costs and benefits of transitioning a specific but unidentified Vodafone AirTouch network in the United States to an IP core architecture. The secret market has a half-million customers. The key financial indicator used in the study was how much it costs to send data through a network. Landline systems, Farrill says, can transmit a megabit for a penny, while it currently costs 37 cents on cellular or PCS systems. “What we're after is comparability with landline,” Farrill says. “If we can get the premium for mobility to be very small, we'll migrate minutes off landline at a huge rate.” Using demand projections provided by Analysys, Farrill justifies the need. The firm projects that global telecom voice usage per month will rise steadily through 2005. But around 2003, multimedia usage will begin increasing and at a drastically fast rate, practically doubling voice usage by 2005. Such change in usage will coincide with--and help force--a shift in the wireless business paradigm, from one of declining voice revenues to one of increasing overall net revenues beginning in 2003. The shift finds the increasing net revenues created by information services traffic. This will occur in CDMA as customers are increasingly using 2.5-generation technologies. In the single AirTouch market under examination, Nortel reduced operator costs to 5 cents a megabit by installing an IP network and Internet-style operations and maintenance functions. Adding 3G air interface technologies reduced these costs to 4 cents by 2004. > So the cost of sending data is going to be very attractive. 5c per megabit won't break the bank, but it will make watching videos unattractive. People who think 5c per megabit is significant have got another think coming. Peak loads will be wayyyy more than 5c per megabit. Maybe $2 $2 Cat's eyes would keep the highest demands under Babe's capacity. There will be plenty of time to try it out and see. Data is coming 7 January in Japan and trials could start as early as then [not that they will]. Mqurice

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