SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 172.05-3.2%11:21 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: slacker711 who wrote (38834)1/16/2004 3:49:34 PM
From: Maurice Winn  Read Replies (2) of 197160
 
Slacker, I see that D'ohCoMo is going to expand FOMA using 800 MHz in low density areas and 2GHz in urban areas. That makes sense because capacity rather than signal propagation distance will be the issue in urban areas.

Base stations in urban areas have to be close together to get capacity in the spectrum and anyway they have to be close together to get coverage since 2GHz propagates much worse than 800MHz.

Their decision to do that makes me think GSM1x and successors will be used in 800 MHz in China and Europe and elsewhere to enable upgrades from GSM and GPRS to increase capacity. W-CDMA in Europe in 2GHz might yet prove to be only a partial solution. Maybe multimode, multiband handsets using GSM/W-CDMA/GSM1x/CDMA2000/WiFi/Bluetooth will be in demand.

Handset processing power and ASIC architecture seems to enable that.

There's a long profitable technological development road to be traveled before QUALCOMM's CDMA product life cycle is finished. Maybe 50 years. Then there's BREW, gpsOne and anything else they come up with.

Globalstar isn't finished yet. I still wonder if that won't be the big profit centre for QUALCOMM in decades to come. Coverage remains the major issue for people with cellphones and Globalstar is the only effective way to get low-latency voice coverage everywhere using good technology at low prices. Working with geostationary data downloads, Globalstar remains a vast opportunity going nowhere for now.

Mqurice
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext