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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: slacker711 who wrote (9752)12/18/2000 12:34:51 AM
From: axial  Read Replies (1) of 12823
 
Hi, slacker - Thanks for the fine links on GSM. Your point about the extra capacity provided by CDMA in a GPRS environment is well taken.

If that is so, then it would strengthen the author's case, would it not: that GPRS may well delay the implementation of UMTS for cost/buildout reasons?

I haven't been paying a lot of attention to the CDMA side of things, because it seems obvious that what you pointed out is true: as an intermediate solution, it seems optimal. However, there seems to be a lot of fudging on the cost of the highest-speed variants, when CDMA is compared to TDMA. I found it interesting that T has still not dropped EDGE with WOFDM as a data transport mechanism.

Friends in the States tell me of peak usage constraints, now. Do you think that GPRS will keep the capacity dogs at bay long, say, in New York, or LA?

I guess the questions are growth, and whether the demand for data will require the additional capacity of UMTS. Most seem to think "no": and since most of the current apps are 'bursty', I think they're right.

Given the billions spent on spectrum in Europe, do you think providers can extract the revenues to pay down their debt by giving users GPRS? Or will they have to notch up to 3G in order to attract the revenues they need?

They're in a tough spot; I think they have no choice but to build.

Interesting times.

Jim
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