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

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To: Eric L who wrote (12804)	6/22/2000 12:08:00 AM
From: quidditch	Read Replies (1) of 13582

Eric, having said this (prior post), your observation bears some dissection. You wrote: The Brazil 1800 MHz decision essentially dedicates the spectrum to GSM. Spectrum above 1800 MHz will be available for 3G along the European & Japanese model for which DS was designed. Brazil shares the 800 MHz AMPs heritage of the Americas. They deviate here from the Americas model of 800 MHZ and 1900 MHX and follow the European model for 2G and 3G. Why do you assume that "spectrum above 1800 MHz will follow the Japanese and European model, for 3G? Yes, 2G at 1800 MHz is now decreed, amidst an existing CDMA and AMPS market. But can't this be looked at as Brazil hedging its bets in the carrier/market worldwide uncertainty as to "do I deploy MC or do I deploy DS?" By the time the 2G system is deployed at 1800MHz, events will have come to pass to give regulators and carriers more benchmarks by which to evaluate a choice of technology for 3G spectrum. China, Japan, Korea are all grappling with this. Brazil puts itself in this class of economic power. Doesn't this election by Anatel allow Brazil to play both sides? Yes, there will be compatibility issues in 3G with the PCS at 1800MHz should Brazil elect to deploy 3xMC in the 3G spectrum, but by that time, I assume that roaming and multi-band ASICs will be pretty much de rigueur. Steve

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