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

To: slacker711 who wrote (16480)	11/9/2001 11:22:26 AM
From: Eric L	Respond to of 196984

Slacker, << The removal of the spectrum cap will probably increase the speed with which AWE is able to move to W-CDMA. It takes a huge amount of spectrum in each market to make that transition. >> It probably will. Moreover it will also probably affect the density of WCDMA deployment (which is healthy from a Qualcomm royalty point of view). They have been stating that they have sufficient spectrum (including that of partners and affiliates) to deploy UMTS in 70 of the top 100 markets, but I'm not sure that they really have sufficient bandwidth in many of these markets to effectively deploy it. Even before acquisitions that may result from lifting the cap, they have more spectrum to play with than any other carrier. While they still have to worry about supporting IS-136 they have done way better than most carriers in converting their analog base to digital. They are well ahead of Verizon in this respect and their digital footprint is above 95% I believe. When the FCC PCS auctions began AWS had 109 71,742,921 POPS in 109 800 MHz markets. They added 240 242,904,066 POPS in 240 1900 MHz markets in A/B/D/E Blocks. This does not include partners and affiliates. - Eric -

To: slacker711 who wrote (16480)	11/9/2001 2:34:03 PM
From: Eric L	Respond to of 196984

re: Verizon Wireless IPO >> Verizon Wireless IPO To Launch By Mid-2002 Kristy Bassuener Wireless Week November 9, 2001 Clarifying talk about its much-delayed initial public offering, Verizon Wireless today submitted a filing with the Securities and Exchange Commission containing plans to complete the sale likely by the middle of 2002. The No. 1 U.S. carrier reportedly aims to rake in about $5 billion from the sale. Verizon sent the filing following the FCC's decision Thursday to lift the spectrum cap to 55 megahertz in all markets and eliminating the restriction altogether by 2003. Proceeds from the sale will go right back into Verizon Wireless, the company's statement said. Verizon Wireless canceled its IPO last October, citing dropping wireless share prices and an overall stagnant economy. Last week, Verizon Wireless officials downplayed the idea that the carrier needed a cash infusion to help pay for the wireless licenses it bid on in January. Verizon Wireless bid $8.8 billion for mobile licenses in New York and other key markets, but the outcome of the sale has been in limbo for most of the year as the FCC and NextWave Telecom Inc. battled over the rights to the same licenses. Verizon Wireless' acquisition of that spectrum will likely go through following the expected confirmation of the FCC-NextWave deal. << - Eric -