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: Valueman who wrote (649)	7/11/2000 11:12:01 AM
From: gdichaz	Respond to of 197560

Valueman: Isn't the key to the "WCDMA" being talked about as a possibility in Korea in the content, features and specifications those initials cover? The Korean "WCDMA" is described as backward compatible to CDMAOne and CDMA2000 1X and HDR. Now that seems to be a very different "WCDMA" than the UMTS of Europe. Also the Korean "WCDMA" is supposed to permit "roaming" with plain 'ole vanilla CDMA. So the question becomes what is Korean "WCDMA"? Best. Chaz

To: Valueman who wrote (649)	7/11/2000 11:13:55 AM
From: GO*QCOM	Respond to of 197560

I personally think carriers will tread cautiously into the data area of the buisness.The concept of mobile computing is so new that it has to prove out a commercial sucess before the big money is spent.Most new carriers such as the PCS groups are trying to get profitable on voice and welcome anything that may be revenue producing but Joe public will lead its acceptance and wide spread adaption.Its precisely thid that will allow the inexpensive and easy deployment to be ushered out first.HDR should catch on a lot quicker from a carriers perspective due to its economic feasibility and deployment neutral like status.Once the acceptance occurs then a market is created and the first in has a huge advantage.The carriers know what QUALCOMMM can do to help there bottom line as clearly history is with QUALCOMM and those who deployed it very early like Airtouch.

To: Valueman who wrote (649)	7/11/2000 11:15:06 AM
From: GO*QCOM	Respond to of 197560

I personally think carriers will tread cautiously into the data area of the buisness.The concept of mobile computing is so new that it has to prove out a commercial sucess before the big money is spent.Most new carriers such as the PCS groups are trying to get profitable on voice and welcome anything that may be revenue producing but Joe public will lead its acceptance and wide spread adaption.Its precisely this that will allow the inexpensive and easy deployment to be ushered out first.HDR should catch on a lot quicker from a carriers perspective due to its economic feasibility and deployment neutral like status.Once the acceptance occurs then a market is created and the first in has a huge advantage.The carriers know what QUALCOMMM can do to help there bottom line as clearly history is with QUALCOMM and those who deployed it very early like Airtouch.

To: Valueman who wrote (649)	7/11/2000 11:18:50 AM
From: JohnG	Read Replies (1) \| Respond to of 197560

Valueman. So we conclude that it is governments who benefit from spectrum auctions in countries where CDMA is currently employed. Further, if operators don't pay the government for this unneeded spectrum, then the governments will sell it to willing competitors who will use it to compete with existing operators. Look at all the cash the Brits raisde with their auction. Thus, do governments hate QCOM because CDMA's inherent efficiency threatens this huge source of money? Isn't the reason the FCC fought so hard to keep Nextwave from getting spectrum so that they could grab it for sale at a much higher price. JohnG

To: Valueman who wrote (649)	7/11/2000 12:01:34 PM
From: slacker711	Respond to of 197560

Can someone refresh me on the spectrum use by the likes of Sprint, PrimeCo,Verizon, etc.? I found an old post with some details on PCS....I think these remarks might be a year old. Message 12153768 Lehman... Aside from data, PCS is on-track to have 21,000 cell sites by 2002 (including affiliates). They reportedly have ample spectrum capacity (30 MHz in most cities). All three technologies (CDMA, GSM, TDMA) are expected to roll out 3G in 2003, however, the company believes that CDMA technology should incur less transition capex to get there. Factoring in the upgrade to CDMA 1xRTT (2.5G), the Enhanced Rate Vocoder and the use of Smart antennas, Sprint PCS expects to get around an eightfold increase in capacity per CDMA carrier from current IS-95 A/B technology. SSB From a capacity standpoint, Sprint PCS has only used about 5 MHz of its 25-30 MHz nationwide (in other words, only 20% of its bandwidth) to service its 4mm customers and therefore has substantial capacity (80% left) to accommodate the expected ramp in mobile data traffic. It's probably much harder to tell with Verizon due to the analog subs....but they must be freeing up a lot of capacity as they go through the transition to digital. Verizon's sub base is still 50% analog. Both carriers should have more than enough spectrum for HDR (especially after the installation of 1xrtt). Slacker

To: Valueman who wrote (649)	7/11/2000 12:55:24 PM
From: Lance Bredvold	Respond to of 197560

LWIN use of spectrum. <<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? >> Nuts. Upon reading your question, I realized I had left out a significant item in relating the statement by an analyst a few posts ago. He said LWIN could handle that large a portion of a population in 10mhz of spectrum. LWIN only has 10mhz under license in quite a few cities where they picked up F block licenses. However, they do have more and even up to 30 mhz in some places where they have bought old C block licenses. LWIN is still in the business of acquiring licenses in about 75 midsized cities across the US of which they are up to nearly 50 now. The quote from Viterbi and my growing admiration for Harvey White make me more appreciative of the depth of QCOM management. I sometimes wonder if Dr. Jacobs might not be more accurately thought of as an articulate and diplomatic spokesman for QCOM than as the creative genious for the technology. My clear impression is that Dr. Viterbi was the actual heavy pusher of HDR and was able to convince the others of HDR's strategic value. regards, Lance