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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 177.78-2.2%Jan 9 9:30 AM EST
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To: Ramsey Su who wrote (25288)8/7/2002 9:31:40 AM
From: foundation  Read Replies (1) of 197155
 
re: house of cards

A core problem is that the standard isn't ready.

3GPP can "freeze" the standard if they like and call it complete in name, but they can't legislate functionality.

As a result, wCDMA is in stasis.

Networks are in purgatory until the standard can be revised with meaningful corrections and fundamental modifications that actually resolve defects. Core changes are nearly impossible to legislate in light of vendors' vested intellectual property interests in the present platform.

Meanwhile, carriers have the time and opportunity to reevaluate 3GSM evolution economics while they also begin to glean first hand the structural liabilities of commercial wCDMA networks... from base station density to power drain to adjacent-channel emissions and dead zones to expensive dead battery handsets to yet another forklift upgrade - including an entirely new core network and perhaps a new RAN as well - to offer multimedia services or evolve to IP networks.

Is wCDMA economically viable in any context... even discounting spectrum fees?

Europe may be entering a deep freeze.

Asia will not follow.

Island DoCoMo may have made a very large mistake by joining Europe at the hip.
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