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Technology Stocks : SONS
SONS 7.830+2.8%Nov 28 4:00 PM EST

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To: Cooters who wrote (714)10/15/2006 11:59:14 AM
From: Cooters  Read Replies (1) of 1575
 
This is from the summer of 2004, so somewhat dated and prior to their decision to go the DORA route. Also pre-Nextel merger. Most does not apply to Sonus but I'll post the whole thing. The reference to VoIP is from the perspective of replacing legacy voice and not PTT, I hope that is not confusing.

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Sprint meeting notes:

- Probably will not see a lot of new applications being enabled by DO vs. 1x, meaning new apps that 1x could not deliver. The exception is possibly new MP3 capabilities due to the faster downloads. Mainly a capacity issue. For streaming content they don't expect a big performance improvement(fps) vs. 1x. They didn't really address simulcasting.

- Expect 10-15fps streaming video, for both the new version of 1x and DO. In general streaming content will expand, nothing specific about the baseball broadcast app.

- MSM6500 will meet their needs, do not need to wait for MSM6550.

- Readylink over DO is TBD, it would be a capacity issue and not a performance improvement.

- WAP 2.0 will run on both 1x and DO, but they do not expect performance improvements with web browsing. They do expect the next generation of processors to provide the performance boost.

- DO will allow push-type services to be feasible from a capacity standpoint.

- Do not plan to offer video calls over DO Rel0, that will be the next iteration. They are luke warm on the demand for video calls.

- Hope to see some chipset competition for DO, but have no idea if there will be any. Will not comment on Nokia, told me to ask them.

- They will seed the market with DO devices, probably next year. No comment on any pricing issues.

- Looking for additional spectrum in a handful of markets, other than that they are set to roll out DO. Chicago metro has 20MHz and they are comfortable with that, even though some of the outlying areas have 10MHz. Would not comment on availability in any particular market.

- They will open up DO to their MVNO's, but not to the extent that they are first to market over Sprint themselves. They intend to be first.

- Issues with DVRelD vs. DORelA will center around voice capacity due to the spectrum flexibility of DV, legacy migration, and forward/backward compatibility, set against time-to-market. They clearly still want DV.

- They do not anticipate DORelA or DVRelD will allow them to fully utilize VoIP, but they are moving in the right direction. Expect the next iteration from 3Gpp2 will address this and are working with them on it.

- Impressed with Flash-OFDM, but do not feel it is on par with DVRelD or DORelA, no technical reason to choose it over the CDMA path. Also concerned it was not a standard and did not have the vendor support. They are still looking at Flarion for their MMDS spectrum.

- Do not think HSDPA will be available in the timeframes Cingular talks about, at least 2 years out and probably a lot more. IMO, they think Cingular is blowing smoke because they are falling so far behind.

- Very interesting, I think they would like Nextel to MVNO from them for data.

- DV RelC is off the roadmap.

- Still not a lot of interest in LBS.

- They would like to move to external memory slots for flash, feel that for carriers that heavily subsidize their handsets this is the way to go, allowing the customers to buy the big storage cards. They think that is why it is not as popular in Korea, where subsidies are often banned so the customer pays for the large internal memory.

- Expect to market applications with DO versus market technology.

- Will proceed with Qtv and Qcamcorder with 1x, will not wait for DO.

- Affiliates are on board with DO, but it is not required of them.

- Still see VZW concentrating on data cards, but don't think it is a lack of interest, rather a lack of handsets.
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