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Technology Stocks : AWE - ATT Wireless

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To: wonk who wrote (77)4/28/2000 5:21:00 AM
From: Maurice Winn   of 329
 
<Generally, it is a non-productive use of time to engage in the TDMA/CDMA debate. However, in this instance and off the top of my head....>

It's still an issue even though the holy wars have moved to DS versus MC 3G specs and developments. Especially it's an issue for AWE's TDMA network.

<1. Please comment on the fact that while CDMA originally promised a 10x capacity improvement, actual field results show that capacity gains on a system-wide basis have only averaged 4x - exactly what non-CDMA "proponent" mathematics predicted. >

The proof of pudding is in the eating, not arguing over the recipe. Count the subscribers and number of CDMA service providers and the rate of growth worldwide, anywhere it's allowed to be. Service Providers have been happy with their networks and I've not heard of any where capacity claims were not met. That's why the 3G systems will all be CDMA. That's the only way to fit a lot into very expensive spectrum [see British Spectrum auction for current values].

The silly old FUD argument that CDMA couldn't meet the capacity claims has been shown to be plain old wrong. Everyone investing in WWeb and voice with it should know that now.

<2. Please comment on the fact that CDMA equipment costs 3x more than the analog equipment it replaced - resulting in a relatively small improvement in capx cost per erlang for the carrier community which deployed CDMA. Juxtapose that metric against those carriers which deployed other digital air interfaces.>

Great eh! CDMA equipment is much more expensive. That's good in the same way that high-end Nokia handsets are expensive. People will pay a lot for really good stuff. Of course the infrastructure suppliers try to sell for what the market will bear and for CDMA that's quite a high price.

You can juxtapose that against the orders which have been given for new systems. For example, Telecom New Zealand is ditching their TDMA network and building a CDMA one. They had planned to expand on TDMA but realized it was a dead end. TDMA investors should understand that.

<3. Please comment on the system design issues associated with the deployment of a high speed mobile wireless access system using QCOM's version of CDMA. For example, please discuss the implication for the system designer of the varying Eb/Nt requirements for the multiple modes of HDR. Here's a hint....

Message 11728986
> You put a basestation in and people talk on it. You have them far enough apart. I don't know about the design issues. Eating of the pudding shows it works and works best, fastest and cheapest. Pretty simple really. The system design engineers can figure out the layout.

>4. On an operational basis, what will a near instantaneous high speed 2 Mbps burst do to the link quality of all other connected users both intra cell, inter sector and inter cell? >

It will raise the noise level in the nearby basestations so the volume of handsets will be turned up a little during the burst. The link quality won't deteriorate because the capacity wont be reached. The system will be run via Winn's [secret] Magical Pricing system so that it's never over-loaded, even when lots of people want to connect simultaneously.

The ATT system has been successful, but the future is coming and it is a future of very spectrum efficient air interface and high speed data for WWeb.

Since you asked!
Mqurice
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