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Technology Stocks : The *NEW* Frank Coluccio Technology Forum
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To: slacker711 who wrote (4299)11/11/2001 11:56:11 PM
From: axial  Read Replies (1) of 46821
 
Hi, Slacker - " They should have enough spectrum to accomdate increased penetration and usage that approach wireline rates, without coming close to taxing their system capacity. "

Which brings us back to Peter's point - "3G is a 'brand' for getting new spectrum from regulators, not a more efficient use of existing spectrum."
____________________________________

You're probably right to question the point at which capacity will be exceeded. Traffic is dispersed in geography and time.

A measurement of traffic on our highways would probably determine that they are under-used. But that's little comfort to the person stuck in rush-hour traffic.

"Unforuntately, I dont think that there is enough hard data yet to figure out how much spectrum will be needed for wireless data services."

Agreed - and I don't think that anyone has figured out what those services will be. Nokia and Ericsson have been researching 3G apps for a long time.

Assumptions about growth and demographics are iffy; if the scenario I'm proposing is wrong, then what motivation would there be for capacity increases, by modulation changes, or otherwise? None, that I can see.

It all becomes the pipe dreams of engineers. Is that what you're saying?

Regards,

Jim
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