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


To: limtex who wrote (6955)2/4/2001 4:42:08 PM
From: Maurice Winn  Respond to of 197226
 
<might be a mobile operator in Gt Britain who would be willing to install cdma2000 and run it over his existing GSM segment in order to get a bunch of mobile data users without paying for a UMTS license.> That was the intention of the Newbury trials.

I suspect the loss of business from existing customers would be too great and that's why it wasn't done. I dont know. But the spectrum costs aren't really that big on a per person basis if there really is a shortage of spectrum [which there must be or the prices would have been lower].

The $90 billion is $600 per person or thereabouts. With high demand, that's $1000 per subscriber. They need only $20 a month to cover that cost. Then charge per byte for services to pay for equipment, marketing etc. Not too expensive really. Actually, I think it might be a bit too expensive. $5 a month for spectrum would see a faster demand for the services. There are a lot of people in Britain who would not pay for a handset, plus minutes as well as $20 a month for the spectrum.

I haven't studied them, but maybe Kyros is right and 3G operators who bid big are going to lose money. Won't hurt Q! though. We just supply the guns and bullets. We're not in the fight.

Mqurice