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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 170.90

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Nov 7 9:30 AM EST

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To: Eric L who wrote (12586)	7/7/2001 11:20:48 AM
From: Getch	Read Replies (2) of 196568

Eric, thanks for posting the Korean report. It appears that there are two paths to cdma2000. One taken by LG, an 'upgrade' with new boards/channels. According to the article, this is less current expense, but does not position them as well for 1X-DO. The other by KT and SK, of 'overlay' which required new BTS and BSC. This is a greater current expense, but will be easier to upgrade to 1X-DO. What are the advantages and reasons (type of IS-95A or B system?) for choosing one verses the other? and if anybody knows, which path is being used by Sprint and Verizon? from the report, Summary Korean operators are quite rightly proud of being the first nation to offer 3G networks. The government may wish to classify this as 2.5G, but to all intents and purposes the networks are 3G, according to ITU definitions. But like the rest of the industry there is too much focus is on data speeds. The issue is now whether or not the data speeds can be used to create mass market applications. The initial 1x deployments have been and will be largely used to increase voice capacity. The introduction of colour handsets is seen as a key driver for the growth of higher bandwidth applications. > It appears that a large part of the financial justification for doing the upgrade now is the increased voice, as data is still not developed. My other question is, what is the effect upon network voice capacity of the GPRS upgrade path?

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