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 : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: MikeM54321 who wrote (6858)	4/18/2000 1:16:00 PM
From: slacker711	Respond to of 12823

can GSM upgrade to 3G anymore than TDMA? Or can even CDMA upgrade to 3G? I'm not exactly sure how it is going to play out but FWIW this is my current view of the 3G situation.... GSM operators Most GSM operators (Europe/Asia) will be bidding on new spectrum in which they will be installing W-CDMA. The current GSM infrastructure is being upgraded to GPRS (2.5G) and may eventually be upgraded to EDGE (not sure about this). The contracts for the W-CDMA infrastructure will be HUGE. A SSB report stated something like $60Billion over the next three years just for Western Europe. W-CDMA was designed to use the GSM network while changing out the air interface to CDMA. CDMA operators The CDMA operators will generally have a much cheaper transition to 3G. They will be able to reuse most of their current infrastructure when going to the first phase of CDMA2000 (1xrtt). Qualcomm seems to be pushing a combination of 1xrtt and HDR for most CDMA operators. Both of these can be instituted in the current spectrum being used....this is likely what PCS/Verizon are going to do. TDMA operators Neither of the CDMA 3G solutions seem to be available for TDMA operators without completely changing out their networks. AT&T seems to have comitted to EDGE....which is now being sold as a 3G solution (as opposed to 2.5G). Most TDMA operators are located in Latin America/US. Personally I think they are going to have a problem as CDMA has a clear capacity advantage over EDGE (which is still based on TDMA). Hope this helps.... Slacker