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 Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: cfoe who wrote (78515)	8/11/2000 9:00:24 AM
From: Lipko	Read Replies (1) \| Respond to of 152472

Cfoe - how much does it really matter? I read Son's message as saying that at least 1 of the new spectrum owners will use CDMA2000 and we are assuming existing spectrum owners will evolve to CDMA2000 as well, so we have more than half. Cryptic Korean government message leave us with the possibility that they are really pushing for CDMA2000, but willing to make NOMINAL investments (half of $120,000,000 is nominal in the grand scheme of things)to allow the carriers to discover that WCDMA doesn't work as well, thereby further supporting the Korean tech manufacturers who will not have to make HUGE investments to capture WCDMA customers. If Korea and Japan both have considerable CDMA2000 coverage and technologies, can't we expect China to go to CDMA in a substantial way? The fallback (if you can call it that) is that WCDMA works pretty well. Then its up to Q to get its royalties and SpinCo to be the best chip manufacturer in this space as well. IJ has said it many times - Q (and now SpinCo) wins either way, and so do we. I just want to see the revenues start to pile up. Best, John

To: cfoe who wrote (78515)	8/11/2000 10:43:58 AM
From: jackmore	Read Replies (2) \| Respond to of 152472

cfoe, Re: <<What happens to all of the SPs that bid tons of money for 3G spectrum? What do they do for 3G?>> The chances seem pretty good that Q will be first to market with a workable W-CDMA chip. But the timing for that seems to be paralleling HDR or 1xEV. So one default scenario for the W-CDMA proponents would be to opt for 1xEV in new spectrum. Besides the base station buildout, this would require the development of dual mode-voice/data phones which would do voice in existing spectrum and data in new spectrum. (A new gadget, but not insurmountable technically. After all, there are dual mode voice phones now.) Then pure data devices like PDAs, laptops, etc. could be migrated to new spectrum, which could open up more voice capacity in old spectrum. For that matter, the Euro GSMers could ultimately (probably much later) make a similar choice. Rather than replacing all their base stations and phones, just go with 1xEV in new spectrum. Add the 1xEV base stations and use dual mode-GSM voice/1xEV data phones, and retain the existing GSM infrastructure. They would get full return on their GSM investment while migrating to 3G data capabilities. This is a simplification, of course, but there has to be more than one way to skin the prevailing voice-centric model. 1vEV offers one such way. Just my musings, jack