Cooters, Re: BS WBB report / Flarion/ Nextel and your comments-
1. “I thought it did a great job putting to rest the WiFi/WiMax threat to 3G.”<<<
Agreed, and I should have mentioned that. Although by omitting certain well know facts concerning EV-DO / DV and the Korean / Japanese (KDDI) wireless data experiences, this could / should lead one to question the rest of the BS data / conclusions.
2. “. QChat and BREWChat latencies are too high for Nextel. EV-DO RelA/DVRelD will significantly improve latency, but it is still too high, Nextel customers are used to the product they have and expect that or better.”
Nextel, as you rightly point out, marches to its own drummer, and you may well be correct that it will continue to do so by choosing Flarion over more proven / scalable technologies. Questions if you have the time-
2.a. The Q has stated that QChat will have latency of less then 1 second I believe. How much better is the Nextel technology?
2.b. It’s my understanding that the Q/ Nextel/ MOT collaborated in developing QChat inorder to incorporate Nextel technology (IPR) into QChat. Nextel exclusive use of QChat in the U.S. and some other markets with the Q/ MOT licensed in the ROW.
Would QChat not improve Nextel’s current PTT offering?
Would CDMA2000 not improve Nextel’s current voice network?
It’s my understanding that Nextel’s PTT is the glue that binds Nextel’s customers despite the poor QOS. Is it you understanding that by only permitting BREWChat competition in the U.S. , Nextel’s PTT will continue to perform sufficiently better than Sprint / VZN and thus limit Nextel defections?
3. “things we will eventually need to take into consideration when determining whether to hold QCOM at 2-3X the current price or move on and not worry about it.” <<<<
QCOM @ $140 / $210, now I’ve got to worry about when to sell!!! (ggg). I guess that depends on the speed at which that happens- relative PEs / PEGs. With the
A. 2005 EPS estimates at 7% higher than 2004 vs CDMA handset growth at 30%+, and
B. Consensus LT growth at 15%
C. It appears that the investment community is holding back a significant QCOM price jump of perhaps 20% or more from current levels ($70 to $84).
D. Decisions, Decisions- Should one take profits at $90 in late 2004/ early 2005 realizing that $140 to $210 is within reason within a few years?
E. And, what to do with the profits? Certainly not make the mistake again of buying other stuff that had fallen 50% or more thinking they couldn’t go any lower (CSCO, JDSU, LU, etc, etc )
Thanks for the latest on Sprint. jim |
