Q´s pickings of WCDMA profits will be very poor indeed.
>Anyone have a feel for the percentage of the $125B
>relating to the RF infrastructure?
If you look at the $125 B and ask questions from yourselves such as "how many $ B is 5% of that?", you are deceiving yourselves even more perversely, and I thought it was impossible, than in the past with the juicy China "deals".
How many % is the RF side of the WCDMA network? I would estimate it to be max couple of per cent.
70% of the network cost goes to non-telecom stuff such as site aquisition, rents, construction, access road building, power access etc. Of the rest most part is non WCDMA tech. related such as transmission, A/Cs, cables, antenna structures etc.
And that´s the radio side. The core in a W-CDMA network is big, complex and expensive and has no CDMA related stuff – it does not matter to it which air interface is at the end of the transmission pipe. Also installation of everything is a very big cost item.
As for the Q´s position even on the radio side, its weak. It will get something but very little. What happened is that the 3G technology that Q invested in, CDMA2000, well it lost. It thoroughly and indisputably lost. Look at Korea, the mother of all must-win cases.
The big payday will not come.
- rajala |
