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Technology Stocks : CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST!
QCOM 180.90+2.1%Oct 31 9:30 AM EDT
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To: Seeker2007 who wrote (1753)10/18/2006 11:04:28 PM
From: Maurice Winn  Read Replies (1) of 1819
 
No post in SI for 3 years! That's a long break. Welcome back. Just checking your profile, I realized that while 10 years in SI doesn't seem all that long to me, since I have a few decades under my belt, to people who were 20 in 1996, a decade is a longggg time. Or even 33 in 1996 [in your case].

I have no idea how much capacity Sprint has in what parts of their network. I expect they have quite a lot of capacity in the EV-DO part since it hasn't been going all that long, but maybe they just plug more electronic gizzards into each base station as demand builds, so they might be at capacity more or less constantly from a circuitry point of view. But I have no idea how network engineering expansion is most economically done.

It must be very complex, and to get the economics right must be impossible. I suppose it's a matter of successive approximation to a good balance of base station density, electronics cost, spectrum costs, price to subscribers, technology upgrade and timing. I dare say that there are reasonable design models to get it more or less right.

In some areas it might be cheaper to buy more spectrum and put more electronics in big base stations. In others it would be cheaper to put picocells in all over the place in a narrow slice of spectrum.

And, it's all getting cheaper and better very quickly, so a model that looks good today won't be any good in 6 months [or 3 months].

Mqurice
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