Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: Wyätt Gwyön who wrote (2218)	10/12/1999 9:26:00 AM
From: METMAN	Respond to of 13582

Assuming this a CDMA buildout ... the Carolinas: Sprint Affiliate AirGate PCS Awards Lucent Technologies Contract Worth Up To $150 Million to Provide Equipment for Network Build Out in Carolinas related link..... siliconinvestor.com -metman

To: Wyätt Gwyön who wrote (2218)	10/12/1999 3:59:00 PM
From: Clarksterh	Respond to of 13582

Mucho - I was under the impression that Irwin Jacobs was suggesting that a CDMA overlay (presumably HDR) would be more cost effective for IS-136 carriers than going with EDGE. I think he made some comments to that effect on the CDG conference call a couple months ago, but I forget the details. I always take costing analyzes with a grain of salt. No one ever says 'we cost more'. This is in no way to suggest that there isn't some truth to all such proclamations, just that you need to understand the goesinto's. Circuit for circuit, I suspect that EDGE is cheaper for the actual hardware. The only real question is how much extra bits per hertz it buys and thus how many circuits do you get to spread your fixed costs over. HDR is undoubtedly better in this arena. Thus CDMAOne upgrading to HDR is cheap, GSM upgrading to EDGE or HDR is relatively expensive. Which of the last two is more expensive is something I didn't mean to address, but on average, after you have removed NRE, HDR might well be cheaper in most places. But there are a lot of caveats. There are no such major caveats when talking about the upgrade from CDMAOne to HDR. Clark