Keith,
Re: HDR aka TIA/E IA/IS-856 "CDMA2000 High Rate Packet Data Air Interface Specification." aka 1xEV-DO
Perhaps you could provide me a reference (a link please, and not a quote out of context) to any posts of mine that would lead you to make these statements on this thread:
* "Your suggestion that QCOM's HDR will not live up to expectations"
* "The only argument that I have seen against HDR stems from you, Eric J, Mika, and Tero"
A PM response is fine. No need to bog down the thread, but use your own judgement.
To the best of my knowledge I have never suggested that HDR "will not live up to expectations".
I must admit that my expectations might be different than yours, as they relate to when 1xEV-DV will complete standardization, when it will be available to me as a user, what it will cost, and what I (or you) will use it for, and what the implications are for us as Qualcomm investors.
It is entirely possible that your potential use for HDR could well be different than mine, and your vision of how it will be used by others, and its rate of adoption, may also differ.
I also cannot recall any argument that I have put forth "against HDR".
When I stop to think about it, I can't recall Eric Jhonsa or Mika's making arguments against it, and Tero has been mostly AWOL for some time.
I do recall Tero recently questioning whether it would be deployed in China as an overlay to GSM, and I did in fact respond to that post, as did several others, including possibly, Eric Jhonsa.
Let me state once more for the record, that I happen to be very enthusiastic about HDR, both for its potential for my business use (and perhaps my personal use), and also its potential value for Qualcomm and its shareholders.
I look forward to 1xEV-DV completing the standards process, and remain most appreciative of Benjamin Garrett's ongoing diligence in tracking it through the 3GPP2 process. His posts have helped all of us better understand both the process itself, and where HDR stands in that process.
As it relates to HDR standardization, lets make it perfectly clear that HDR or 1xEV-DO (or "HDR Phase One" as it was sometimes referred to until standardized) is now known as TIA/E IA/IS-856 "CDMA2000 High Rate Packet Data Air Interface Specification." It is indeed a TIA/E IA standard and has been for several weeks, and that is terrific news, because we have achieved a major milestone.
cdg.org
This weekend I was involved in the decision making process about what option (bundled unlimited use including the line) I would choose for ADSL, now that it is finally available on my block (cable is several miles away) . The decision involves what speed upstream and downstream I will realize v. the price of the service.
I most likely will choose 608k downstream/128k upstream which is $30/mo. less expensive than 1050k downstream/384k upstream which is in turn $35 less than (up to) 2.0 mbps Downstream/256 kbps Upstream from a 2nd provider.
My principle justification for ADSL v. my V.90 is that I spend a fair amount of time connected to my headquarters sever under Lotus Notes, (Release 4.6 no less, not even Release 5) and anyone who does this will understand why ADSL is a no brainer. Replication of notes on a server using remote access is SLOW.
ADSL does not however solve my "portable" stationary needs, for logging in from an airport or a hotel room, or my clients office and that is where HDR can benefit me (I think). In the interim I will use V.90, and in a real pinch my 14.4 kbps phone as a modem.
This whole ADSL exercise reminded me of Maurice Winn's very "Cool Post" of last week comparing ADSL to 3G & Globalstar acceptance.
When HDR rolls out with Sprint PCS and Verizon (as it will in time), I anticipate going through the same analyses.
Some of the questions will be:
* can I really take advantage of it?
* can I justify it?
* what bundle will I chose?
* does it have any advantage over ADSL for use in my home or office.
* what device or devices will I use for/with it.
Perhaps I'll be an early adopter. Perhaps I'll wait.
Perhaps I'll be the fastest guy on my block, perhaps I won't.
Perhaps my company will reimburse, perhaps they won't.
I am reasonably confident that if I am still doing extensive business travel when HDR commercially arrives, I'll be using it for "portable" stationary business use.
All of the above analyses is not significantly different than the way I approach investing in technology.
I think that you and I both are in agreement that HDR will be a huge commercial success. Where we differ perhaps, is when, and to what degree.
And ... No, I do not have a "Ph.D. in engineering". Certainly my posts would indicate that.
My profession is sales. I do have a respectable formal technical education, and I spent 1994 through early 1998, totally dedicated to the US carriers (existing and those that bid in A through F Block) in the digital mobile wireless industry (all technology persuasions), as a matter of vocation.
I won't ask if you have a "Ph.D. in engineering". If you do, however, please let me know. Until then, I will defer to "engineer" on engineering matters.
Regards,
- Eric - |
