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Technology Stocks : The *NEW* Frank Coluccio Technology Forum

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To: Peter Ecclesine who wrote (4265)11/10/2001 2:44:54 AM
From: axial  Read Replies (2) of 46821
 
Hi, Peter - "I echo the comment someone made about an airline asking the FAA for more gates to increase capacity, when they were flying DC-3s. Why not fly 757s, 777s and carry more passengers per flight?

The current AMPs and TDMA-based operators are flying DC-3s ;-) and rather than insist, like the Australian government, on conversion to modern modulations, the FCC responded to the markets.[Commercial success is regulatory success]"


Your point is well taken.

But isn't at least some of the problem the result of the tech wreck: ie., the combination of illiquidity, too-high prices for spectrum, and vanishing confidence in the likelihood of a profitable (or even successful) migration to 3G?

There must have been thousands of posts, on this thread, TLM, Qualcomm, Ericsson, Nokia and who knows where else, on EDGE, 3G, 4G, 2.5G and "the coming wave". It was all gonna happen.

And then, nothing. The money disappeared, and everything imploded.

More efficient use of spectrum via more advanced forms of modulation: agreed, without reservation.

But not without capex, and capital.

Put another way, if liquidity had not been a problem, would the FCC's failings have halted progress?

Best regards,

Jim
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