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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 159.95-0.9%1:59 PM EST
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To: Ron M who wrote (12333)7/3/2001 9:27:33 AM
From: Drew Williams  Read Replies (1) of 197233
 
The main question I have about the NextWave / Lucent deal is, "Who are the other strategic partners?"

With only a few dozen employees, NextWave simply does not have the manpower to negotiate rights to thousands of sites in 95 markets, manage the construction of an equal number of new towers and the installation of new base stations and their antennae. Unlike Sprint's and Verizon's 1X upgrades, this is not simply a matter of swapping out a few circuit boards. AND they need to get a start-from-scratch national marketing program in place so they will be ready to start selling service in the time frame their press release says they intend.

Even if they subcontract all that to Lucent, Lucent certainly does not own or control all those sites, so there must be other so-far-unnamed large partners involved who do own thousands of towers, etc. Who might those be? How fast could they deliver sufficient quantities of appropriately located, fully functional installations tuned, tweaked, and optimized to the appropriate frequencies?

A friend of mine (who admittedly has even less technical expertise than I do) suggests that NextWave's release is at least partially a political smoke screen. It was designed to give pause to the FCC and the courts potential regulatory interference.

It also gives Lucent a big contract at a time when that company is facing dire times.

NextWave's real business plan, I suspect, may look like what they have announced but have a timeline a year or two longer.
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