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

To: limtex who wrote (3751)	11/29/1999 6:41:00 PM
From: John Biddle	Respond to of 13582

JB - Srathclyde Compression Transformation So doesn't this give T the possibility of prevaricating for another year or so until the possibility of yet another new technology appears to give them another lease of life and so on. So waht if there networks clog up. They are T are will get over it with marketing. Look at T price today. This on top of all the price wars going on in long distance. If, using SCT, it were the case that all data traffic on the AT&T wireless data network were video, then to those who use it, it would appear to be a 64kbps pipe, i.e., they would get 64kbps worth of apparent throughput. However, it is not likely to be the case that video is a high proportion of the traffic in the beginning. When using video, AT&T's data wireless would appear fast (64k) but would appear slow again at all other times. Since SCT is not a capability which benefits TDMA only, but rather one which is air-interface neutral, then if it was useful and cost effective enough for T to implement, one would reasonably expect others, GSM and CDMA, even iDEN, to implement it as well. Though that would not lessen the benefit that an AT&T wireless customer would see, it would give all other customers the same relative benefit. Since non-TDMA customers will have more bandwidth at the start, they still have more in the new scenario, and by the same margin. Competitive pressure will still hurt AT&T, though maybe not as much as without SCT.