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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 147.19

-3.6%

Feb 3 3:59 PM EST

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To: foundation who wrote (371)	7/7/2000 8:23:41 AM
From: JohnG	Read Replies (1) of 197507

Benjamin. My thought is that we have a high stakes poker game here. It is truly questonable whether Korean carriers really even need more frequency now or at any time in the near future. Yet we see the Korean government demanding 0.9 to 1.3 billion per license. When will the payment be due? Will NTT be allowed to provide one carrier mucho bucks to build out one 3G WCDMA system in Korea. Building 3 new systems in addition to the existing new 1X MC CDMA system being upgraded to 2X voice capacity with Samsung claiming the ability to upgrade to CDMA 2000 w/ 5.2Mbps per 1.25 Mhz channel. and then possibly to CDMA 2000 w/ 7 1.25 Mhz channels (I don't know for sure that the existing spectrum currently licensed to each carrier is 10 NHz wide, but probably it is) gives the current spectrum a huge unused capacity. Really, there are few locations in the world that need any new spectrum if the current spectrum were used for advanced 1X and then 3X MC CDMA. Interestingly, the efficiency of QCOM's CDMA has the potential to prevent various governments from rakeing in huge licensing fees on new spectrums. Perhaps some of these governments are hostile toward QCOM's advanced CDMA. OPerators like those in Korea who are in the know should understand this -- yet, if they don't give the governments the licensing fees for unneeded spectrum, then the governments will license it to new competitors. JohnG

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