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

To: Raymond Duray who wrote (8083)	8/19/2000 2:33:49 PM
From: slacker711	Respond to of 12823

The prices that the European carriers are paying for spectrum are crazy....I have no idea how they justify it in their business plans. Those carriers will have to end up being a combination of AOL/AT&T to justify the expense.... The oddest part is that I dont think that their is a huge shortage of spectrum (at least in the US). Using Verizon as an example....they have approximately 13m analog subs. If they had already upgraded these subs to CDMA they would have gotten a 3x improvement in capacity (I believe that this is the lowest estimate). Using EVRC (a variable rate vocoder) will enable another 50% improvement.....and 1xrtt will give another 50% on top of that. These are technologies that are either available now, or within the next 12 months. I figure those 13m analog subs are taking up spectrum which could otherwise support nearly 100m subs. This is without any of the antenna improvements which are supposed to provide another doubling of capacity. It seems to me that Verizon could definitely clear a couple of voice channels to allow support of HDR. Verizon isnt the only one....PCS is generally using less than 10MHz in most markets. They likely have 25MHz in most major markets. Caveat....I am not a wireless engineer, and sometimes it is hard for me to believe that wireless exec's are really this stupid. I feel like I must be missing something.... Slacker