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: Jeff Vayda who wrote (2538)	8/29/2000 1:50:37 PM
From: Webster	Respond to of 196589

If EU service operators are able to recover their 3G spectrum via a tax then isn't the spectrum free? Perhaps some clarification is needed. If a surcharge is allowed to be put on EU consumers to pay for 3g then there is very little time to market pressure from an investment perspective (perhaps a competitive perspective). I can't imagine that EU service operators are more aggressive in their vision than USA operators, which would mean that one or two of them might find way to 1xEV sooner than later. The rest of them will be herd like.

To: Jeff Vayda who wrote (2538)	8/29/2000 3:09:53 PM
From: Sully-	Respond to of 196589

Jeff, I agree completely that governments can be inefficient and illogical in their workings. If they choose to waste even more time & resources, they will be digging themselves deeper & deeper into a financial nightmare. Meanwhile, the CDMA world increases voice capacity & have dramatic increases in data rate capabilities (& if Gilder is right CDMA data rates will be much higher making HDR a very viable last mile solution among other things). Costs for CDMA based 3G will be considerably lower than any other viable wireless system available today. The global roaming argument is losing its appeal daily as well - besides, how big of a market is global roaming really? GPRS/EDGE data rates are being quietly reduced & the infra costs for these systems that may fry their customers is ridiculous IMO. What other choices does the GSM cabal really have? Will they bring down fortress Europe to make their point? The spectrum must be paid for & the only way I can see them paying for it & earning a decent return on their investment is to go with some form of 3G CDMA sooner than later. BWDIK Ö¿Ö w2