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To: mightylakers who wrote (10045)	3/23/2001 3:12:14 PM
From: Eric L	Read Replies (1) \| Respond to of 34857

re: Spectrum/Capacity << However when we are entering 3g, you also need to add in the data traffic and their effect upon the overall capacity. So if wireless internet indeed taking off then we will have to see how much of capacity current spectrum can handle. >> Well stated. This is the key point. The question becomes, what happens when a voice-centric technology turns data-centric and you start shoving increasingly large chunks of data up a relatively small pipe. Most of the major US carriers have more than sufficient capacity to address current and near term (5+ years needs), particularly Verizon and AWS (unless NextWave retains spectrum). There are some that don't. Nextel didn't ... they did a shrewd maneuver in 900 MHz. Cingular really doesn't - some 800 MHz here ... some 1900 MHz there. Sprint PCS is marginal ,,, even considering their very efficient air interface and smart antennas and blah, blah. The trap is when wireless becomes more data-centic than voice-centric, out about 2010 or so. The problem is that when spectrum becomes available, you better grab it, or its gone. In the satellite happy US their is the additional problem of clearing and relocating spectrum. The US was, how shall we say, a little careless, in the way we allocated spectrum. It is a good tying we are starting to pay attention to it now, IMO. - Eric -