Chaz, thanks for your kind words and some answers to your new questions. Answers or more likely points-of-view.
1/. Don't know enough about the "SpinCo" spin off, as I was away when this was announced. Can only conclude that splitting off what many saw as Qcom's core business is a way of distancing Qcom from Chips that will probably need other's IPR. Sensible, but it is only my first reaction.
2/. Yes, the 30kbps is true. Remember these are the first stages of commercial roll-out, however i am hearing the "new" classifications for GPRS (as in Class 1, 2, 3 and 4). It will get faster, but is it necessary and is speed more often than not hyped? See my next answer!
3/. WCDMA at 64kbps even at roll-out sounds low. However you pointed out that DDI offer 64 kbps and yet imode at 9kbps is kicking its arse in subscriber take up. Why is that? One problem of watching the Qcom hypsters is that they nearly always miss what is obvious. Like why WCDMA over cdma2000...it is more often about the market...not technology. In the backbone who cares, but when we start talking nearer to the consumer it matters.
Theoretical question, if you had 128 kbps, do you offer that all to one customer or get 2 customers at 64 kbps...what makes the best business sense?
I am switching off from all the technology hype and moving on to more market related issues in bringing higher bandwidth mobile to the consumer, e.g., content, tied or free, etc.
Again, thanks for the kind words.
More later...
All the best,
M |
