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

To: Cooters who wrote (4782)	11/20/2000 12:04:57 AM
From: Sully-	Respond to of 196991

Cisco to launch intergrated VoIP platform Cisco Systems it plans to introduce in Korea updated telecom software that integrates voice and data and video processing. The company said it will hold a demonstration for its AVVID (architecture for voice, video and integrated data) application, which will allow telecom firms to improve communications management and boost productivity, at COEX Intercontinental Hotel in Seoul Nov. 23. The networking firm will showcase how the integrated architecture works for voice messaging and call center system. koreaherald.co.kr Ö¿Ö

To: Cooters who wrote (4782)	11/20/2000 12:36:47 AM
From: Eric L	Read Replies (1) \| Respond to of 196991

Cooters, << Sprint PCS does today have more than adequate spectrum. That is not reflected in the press. >> Sprint has more than adequate spectrum for today but they will go for more. They were after all the most successful bidder in C block as WirelessCo and have made good affiliations. They hurt a bit on coverage (licensed POPS). Oliver Valente did a great job with the original buildout, and is now doing a great job with data implementation. I use Verizon (formerly BAM) because of nationwide coverage for business travel It has no peer, and Sprint PCS is comparatively weak in the NorthEast corridor where I reside and do 50% of my business travel. The difference is AMPS and BAM & Nynexes old RBOC buildout. AMPS is a very mixed blessing, but a great fallback. BAM's buildout and relo issues were simpler than Sprints in the NE . Difficulty for Verizon is that they are patching 3 networks and other acquisition's together, have an AMPS heritage they won't completely eliminate till 2003, and operate in 2 chunks of spectrum. Life is not as simple as Sprint PCS's. AWS is sitting with all sorts of spectrum and licensed POPS that is not built out, and what they have built out is in many cases not well built out and then there their is Is-136 TDMA (Yuk!) as a technology choice. Cingular is in worst shape. Good coverage but 2 technologies, in 2 chunks of spectrum with the AMPs legacy. VoiceStream is interesting. Good (potential) coverage with lots of POPs. Redoing a sloppy buildout on the Omnipoint side. Full interoperability and roaming capabilities in 130 countries and Vodafones roaming partner of choice until we get multi-band multi-mode handsets, Downside is that their 3G upgrade path most definitely requires additional spectrum (long before Sprint PCS or Verizon).. << My problem is with press coverage of CDMA carriers >> I think it has been pretty good. Guess we are reading different articles. <g> << There is no concrete indication Sprint PCS does not have adequate spectrum for all their future needs >> Perhaps not, but think 1997 with full multimedia services and wireless replacing landline for many applications. Sprint PCS could well need new spectrum. I think they will. I HOPE they will. - Eric -