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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 166.05+0.6%Nov 19 3:59 PM EST
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To: Mika Kukkanen who wrote (19679)12/14/1998 9:33:00 AM
From: Valueman  Read Replies (1) of 152472
 
Mika:

I have several responses to this eerily ERICY-stooge-like comment you made:

"The demand for a higher chip rate is that by an operator(s). Lowering the rate will reduce capacity. So to use your expression, operators migrating/implementing WCDMA will have to mutilate themselves. Actually, Qualcomm are asking operators to cut 10% of their revenues (as they lose about 1 in 10 subscribers, by going all the way down to 3.6864 Mcps). It doesn't sound much, but would any company like to be asked to do that, particularly as TDMA based carriers are far in the majority.

The Ericsson announcement is only a proposal. Basically, read between the lines and they have said that if operators hate it, they'll go back to 4,096 Mcps. (Also note that Nortel recently said that 3.84 was Ericsson's original proposal, but DoCoMo said no..we want more at 4.096)."

Capacity is the issue?
Then why do those ultra-sensitive operators use GSM in the first place?
Why are they not up in arms over the move from 4.096 to 3.84?
Is it not true that there is no evidence as of yet that we can quantify the capacity difference at these various chip rates(and that there may be none at all in the real world implementation)?

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