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 : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Art Bechhoefer who wrote (644)	7/11/2000 10:39:08 AM
From: Ramsey Su	Read Replies (1) \| Respond to of 197563

gte.com Art, that is where the vman excerpt came from. very old stuff but probably still true. Ramsey

To: Art Bechhoefer who wrote (644)	7/11/2000 10:58:31 AM
From: Valueman	Read Replies (6) \| Respond to of 197563

1X/HDR should suffice for a vast majority of 3G needs. What I don't understand is why more operators are not realizing this? It makes perfect sense, both economically and technologically. I can see the need for a whole new system in Europe, where spectrum in GSM-land is limited, and where new deployments have to be done no matter what to provide high data rates(and to justify the enormous expense of the new spectrum-a vicious circle at best). Elsewhere, especially Korea, threatening to deploy a W-CDMA system is insane. The solution is already deployed. That same thought process should apply to all current CDMA systems. Obviously, QCOM thinks the same way. Will the operators be rational and use their existing spectrum rationally, or will they blow money on the next big dream? Can someone refresh me on the spectrum use by the likes of Sprint, PrimeCo,Verizon, etc.? I seem to recall Sprint, as an example, of having 15 MHz of spectrum in most cities, and they were using only a fraction of this(5 MHz?). Nextwave had 30 MHz in their license areas. Is this not sufficient capacity to deploy all the voice and data one would need in the foreseeable future, especially with the dramatic efficiency gains coming with 1XEV/HDR?

To: Art Bechhoefer who wrote (644)	7/11/2000 11:28:40 AM
From: Lance Bredvold	Respond to of 197563

<<Thanks for providing this extremely interesting quote from Viterbi. Any idea of when he made those remarks? What it suggests to me is that a great deal of voice or data needs can be handled with the current CDMA systems, enhanced with HDR technology. This alternative should be less costly than a 3G CDMA2000, and much less costly than WCDMA. If that is true, then networks such as Verizon and Sprint PCS will be able to price their services lower than other domestic services, including TDMA and GSM. Overseas, an initial installation of the CDMAOne system will also undercut the competition. Price has a way of determining the extent to which a given technology is used, provided that governments don't interfere to prevent implementing the technology.>> Art, an even better example of the capacity advantages which accrue to CDMA operators than Sprint and Verizon comes from the simple cricKet model sold by LWIN. There was an interesting statement made by one of the analysts of the company (sorry I don't have a source right now) in which he wrote that LWIN has become ebitda breakeven in the last quarter (first calender quarter of 2000) and has reached 7.7% penetration of its covered pops in Chattanooga. He went on to say in a manner which suggested a direct quote from an officer at cricKet, that the current system (CDMAone or IS95A I believe, but recently updated by Lucent) could handle up to 20% of covered pops and with the coming upgrade (by which I assume he means HDR) as much as 40%. One needs to realize that cricKet is selling one plan only which provides all you can use phone service for $29.95 per month prepaid and subscribers are using about 1000 minutes per month on average. CricKet does not try to build infrastructure out to the less densely populated areas of a city and so only covers the 60% where capacity is most critical. In other words, they are proving every day the capacity advantages of CDMA plus they build for capacity rather than coverage. regards, Lance