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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 175.05+0.2%1:34 PM EST

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To: carranza2 who wrote (50901)3/10/2006 9:33:08 AM
From: slacker711  Read Replies (2) of 197031
 
Is the skinny on this that we've got them coming and going on LTE, assuming this is the chosen path?

I said it somewhere earlier in the thread. I'm in a "show me the money" type of mode when it comes to OFDM royalties. I think it is a given that Qualcomm has a strong patent position, but I have no idea if that will translate to actually being able to block other OFDM standards that are being designed to work around Q's IPR. That is a very high standard that very few patents hit.

OTOH, my search through the 3GPP materials leaves me even less worried about LTE (or Super3G). Everything I have read points to the fact that the WCDMA evolutionary track will match LTE's performance in 5MHz bands and potentially upto 20MHz. Above that, it really does make sense to use OFDM.

Here's the question...what operators actually have ~100MHz in bands below 3GHz? The only operator in the world that I know of is Sprint. The question then becomes....will goverments release spectrum for LTE? Possible, but they would have to have enough spectrum to satisfy at least 3 or 4 operators. We are talking about several hundred megahertz that has to be below 3GHz to enable WAN networks. I assume that some spectrum is still available or the operators wouldnt even be looking at services with these huge channels....but I have to imagine that it will take a while to clear them and then auction them off.

It really seems like it will be years before we see much of LTE and even then it will require dual-mode LTE/HSUPA handsets.

Slacker
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