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 : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: MikeM54321 who wrote (10718)	3/18/2001 11:24:15 AM
From: slacker711	Read Replies (1) \| Respond to of 12823

And considering that more people access the Internet in Japan via i-mode and it reflects zero resemblance to the lack of success of WAP services in the US, why will it be so important to watch? I didn't quite understand if you comment was a technology type comment or a subscriber success type comment. My comment (about the wireless world watching) was really based on the technology that NTT Docomo is deploying. NTT has decided that they will stick with their timetable of W-CDMA roll-out....come hell or highwater. The roll-out in May will be limited to parts of Tokyo and is really more of a city-wide trial than a "commercial" introduction. However, if the introduction goes reasonably well, I think we should start to see more hope for a European introduction of W-CDMA during '02. The last couple of months has seen a huge rise in pessism about the technical schedule for W-CDMA. As a wireless invester (QCOM, TXN, NOK), the W-CDMA roll-out will likely be the determing factor for returns over the next couple of years. I take it that the NTT Docomo 3G rollout will not benefit Qualcomm. Am I right about this? Qualcomm would benefit more if the world went to CDMA2000...they would likely be able to keep their stranglehold on the chipset market. However, IMO, this is never going to happen. Since I have resigned myself to that, the next best thing would be a quick roll-out of W-CDMA by NTT and the Europeans. They will still be collecting their 5% royalty on handsets. The W-CDMA chipset marketshare will be determined by how competitive their offerings are....they have already announced agreements with Samsung and Sanyo (two second-tier handset makers). I take it that HDR is Qualcomm's answer to W-CDMA. Is this accurate? And in your opinion, is it accurate to assume that for an operator to upgrade from CDMA2000 1XRTT to HDR is about as simply for an operator to go from CDMAOne to CDMA2000. It gets a little complicated because HDR is really Qualcomm's own innovation which doesnt have a true analogy in the W-CDMA camp. A couple of years ago, QCOM decided that it would be more efficient to separate the data and voice portions of the wireless spectrum. If an operator had 20MHz in a given market, they could operate 1xrtt as the voice/low data solution in 15MHz and HDR in the remaining 5MHz. A handset (most likely a PDA) would have a 1x/HDR chipset inside...which would switch back and forth between the two modes based on the data rate required. This would also allow mobile computing users to have reasonably high speed wireless access. The HDR segment would really be in conjuction with 1xrtt....it wont require changes to the existing network. However, to be honest, I dont have a real handle on the costs that will be associated with an HDR roll-out. My (limited) understanding is that since HDR wont handle voice calls, it will be simply a matter of hooking up a basestation to an IP network...which is cheaper than the various layers that voice networks require. Slacker