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Technology Stocks : 4G - Wireless Beyond Third Generation

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To: Dexter Lives On who wrote (788)1/18/2007 10:04:46 AM
From: slacker711  Read Replies (2) of 1002
 
There's a big difference in pricing, considering it covers home and road access, and multiple devices, for unlimited broadband data access at $55.

The coverage on 1x/EV-DO is going to be significantly better than for WiMAX for a very long-time. It takes years to get coverage up to speed on a new network and the in-building penetration characteristics of the 2.5GHz band arent going to help. The price will be $10 less but your coverage will also be substantially smaller.

Just ask Softbank in Japan (or any other 2.1GHz 3G operator) whether it is easy to build nationwide coverage with a new network on a higher band. Years of complaints and frustration is the norm.

Suppose you have a phone, internet tablet and notebook computer. What would broadband access cost under current 3g regimes, disregarding the pricklier question of whether you could even get 3g broadband speeds?

The pricing for multiple devices is Sprint's choice. They have chosen to milk their customers for every dime with their EV-DO pricing. If they had wanted, they could have used the current unlimited pricing with the cap to cover multiple devices.

The cost per bit will be much lower under WiMAX - that is virtually assured given recent chip pricing info.

The cost per bit is going to have very little to do with the chip pricing. Sprint is going to spend billions on this new network so the real question is, are their operational costs (forget chipsets and sunk capex) going to be substantially lower than the competition? We dont have an answer to that question yet, but the first pricing info doesnt seem to indicate a pricing revolution.

Slacker
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