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

To: straight life who wrote (6905)	2/3/2001 5:46:43 PM
From: cfoe	Respond to of 196546

RE: Brazil spectrum auction delay. As someone who knows nothing about the intricacies and politics or all this, let me state my view in the form of some questions: >If one auction got delayed, why would the others not be delayed as well? >Is it not possible that the concerns being raised in Euro-land about financing of wireless telecom buildouts has spooked more than a few of the people who matter? >Can't we assume that folks in the industry are watching what is happening with 1X in Korea now, beginning to happen in Japan soon and on board to happen in the US later this year and at least hesitating to see if they are not making a big mistake committing themselves to a possibly dead-end proposition (GSM/GPRS, etc.)? >Are all of the potential bidders as blind and/or pigheaded as AWE looks to be? I would love to be a fly on the wall the conversations that must, just must be going on in these various companies.

To: straight life who wrote (6905)	2/3/2001 9:58:14 PM
From: Eric L	Respond to of 196546

Lifer, Re: Brazil Spectrum auctions. << I'm pleased at the delay. But isn't it only a delay? Or do you think it's a precursor to a technology change i.e. to CDMA? >> It MAY be JUST a delay. Nothing more. But there will definitely be some rethinking and they may do some repackaging. They could potentially extend the spectrum slightly upwards into 1900 MHz. Or they could do 1900 MHz and do 1800 MHz later with chunks in the 2GHz range when they do 3G auctions. It was a pretty dumb decision to begin with. It creates a batch of roaming problems, rather than solves them. GSM is available in 1900 MHz (with dual-mode AMPS), and of course so is CDMA and TDMA. << Are you saying that by the time GSM is launched (or GPRS? Handset availability willing...) it'll be too late from a TDMA/CDMA first mover advantage perspective??? >> No. Just puts things on equal footing and spectrum can still be extended upwards. Net effect is that TIM could do GSM like they do in Chile in 1900 MHz with dual-mode AMPS 800 MHz. Unlike CDMA-1900 (1xRTT) GSM-1800 GPRS is a dead end street. Without more spectrum bandwith you can't really do W-CDMA (only EDGE and EDGE if it ever ... won't be prioritized for 1800 MHz) At the very least, it will probably make other LA countries that were following Anatels decision, hold off on their plans to auction 1800 MHz or 900 MHz spectrum. << What do you think of the possibility of LA TDMA SP pulling an AWE (or AWS to you) and taking the upgrade path GSM/GPRS/UMTS? >> It is possible. This maybe makes it a little less likely. Were talking about Bell South International and SBC here so they may or may not be influenced by Cingular. Realistically, chances are more than likely that Cingular will do the GSM path in the US ... more likely than CDMA. But, that's not decided. << Is Rappaport a noted authority? >> Don't know her ... haven't read her before. << Does she have it right? >> Seems so. - Eric -