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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 166.05+0.6%3:59 PM EST

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To: foundation who wrote (11366)6/6/2001 2:04:32 PM
From: Eric L  Read Replies (3) of 196685
 
Ben,

<< Or --- what's your thesis? You simply grow tiresome. >>

My tiresome nature aside ... are you able to answer my question?

The question was not rhetorical, and it is something I am very interested in, as I'm sure several others on this thread are.

I don't have an answer. I thought you might. I've seen some press reports (not out of Korea) stating 20 kbps, 30 kbps, 40 kbps, 50 kbps, but nothing to back it up,

You just stated that "it's interesting that NTT has declined to report average speeds" and followed with the statement, "I'll wager that if speeds were good, we'd damn sure hear about it. <g>". Is it not fair to paraphrase that and say, "it's interesting that SKT has declined to report average speeds" and one might then followed with the statement, "If speeds were good, we'd damn sure hear about it ... wouldn't we"?

<< Why not read a little Seybold? >>

I read it. It does not answer the question.

If you don't mind, I'll repeat the question:

"Have you seen any report where SKT has reported typical average speeds of 1xRTT which "commercially launched" in Seoul 7.5 months ago?"

Samsung used the number 105 kbps as "throughput" in their Digevent presentation. I did not necessarily come away with a warm and fuzzy that they were describing the typical average user rate of 1xRTT as was deployed with in Korea with 45,000 subscribers at that time the presentation was made.

Now if you have something reasonably definitive I'd appreciate your sharing it. I don't.

<< Well, gosh, Eric, must be fast enough for multimedia services including VOD. Even with the 5000 chipset ... "SK Telecom, for the first time in the world, launches multimedia services, including video on demand (VOD)..." >>

Gosh yourself, that is very positive, Ben, but it does not answer the question I asked. They intended to have those handsets in the shop by Xmas (backed up by PacketVideo server software) and 5 months later it appears. Samsung handsets have been launched more than once already.

Perhaps we will have the same duration before DoCoMo delivers VOD using packet data. That would be about the same time frame as handsets based on the MSM5100 start appearing in quantity, but at that time 1xRTT will, of course, be in considerably wider deployment in Korea than WCDMA in Japan.

The only difference between where DoCoMo is today and where SKT was on October 6, 2000 is that DoCoMo has about 2,500 handsets deployed.

Back on October 6 it appears that only a handful of the SKY 2300 handsets out of the initial 20,000 promised were in shops, much less users hands.

DoCoMo's initial service for Video uses 64 kbps circuit switched data. SUPPOSEDLY, however, their introductory 3G i-mode service uses 384 kbps packet.

There is a contradiction here between what DoCoMo claiming, and what CDG is stating (and what the very interesting Ovum whitepaper linked here is stating). It will be interesting to see how that one flops.

Which one do you think is accurate?

- Eric -
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