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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.690.0%Dec 24 12:59 PM EST

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To: engineer who wrote (28834)11/13/2002 9:14:15 AM
From: propitious7  Read Replies (2) of 197028
 
E+EL - thanx; now, what implix for Mobile?
Engineer and Eric L
Thanks for helping me get it right; btwn explanation that analog is in 800mhz bank in americas and step by step process for overlay as you have spelled it out, I have a beginning understanding (that little knowledge which is a dangerous thing).

Moving quickly to use this little knowledge in a dangerous way, what are implications of this overlay process for determining which "top 5" carrier might elect to trial GSM1X. I see speculation on this board for VOD, Unicom and Orange. I don't see why VOD would be interested in trial when there is no indication that Euro legal/roaming unity will fracture. Same for Orange. I don't see why Unicom would be interested in GSM1X the main advantage of which is that GSM "back office" is preserved; as Unicom has established its cdma network with cdma "back office", i.e. core network, they need to evolve to a single core not figure out how to preserve GSM core.

Most obvious candidate for a trial with GSM1X would seem to me to be Chi Mobile. While they are waiting to see when/ if wCDMA proves out as not just workable but comparable in capacity/speed/power characteristics to CDMA2000, it would make sense to me that they would trial GSM1X which would explore possibility of 3G migration while keeping their GSM core intact. Now if they can do this, as you explain, within their existing GSM bandwidth, and have negligible roaming issue (China not being part of the EC), I would think that MII would permit such a trial. This opens possibility of Mobile migration to 3G without using 2.1 ghz spectrum and sparing cost of the more dense base station that 2.1 ghz network would entail.

Have I got this all wrong too?

propitious
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