SI
SI
discoversearch

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 : The *NEW* Frank Coluccio Technology Forum -- Ignore unavailable to you. Want to Upgrade?


To: axial who wrote (4270)11/10/2001 11:09:45 AM
From: Peter Ecclesine  Read Replies (2) | Respond to of 46821
 
Hi Jim,

>>But isn't at least some of the problem the result of the tech wreck: ie., the combination of illiquidity, too-high prices for spectrum, and vanishing confidence in the likelihood of a profitable (or even successful) migration to 3G?

Not so in the US.

Illiquidity is not a problem for ILECs (except Qwest), each of which has a cellular play.

The recent reauction of NextWave spectrum was hardly as expensive as UK and German auctions.

3G is a 'brand' for getting new spectrum from regulators, not a more efficient use of existing spectrum.

The tech reformation followed the bankrolling of BLECs, CLECs, DLECs, showing the market failed to understand who benefitted most from the '96 Telecoms Reform act ;-)

>>if liquidity had not been a problem, would the FCC's failings have halted progress?

Algorithmic complexity is advancing faster than Moore's law, but we are already within 5 dB of Shannon, so the net-net of progress is more tied to the price of pole attachment [a 1998 Federal Communications Commission ruling-one of many that flowed from the implementation of the 1996 telecom act-that said wireless carriers and cable TV operators were entitled to connect their gear to utility poles at regulated rates far below those charged by power companies] than CPE cost reduction.

Make no mistake, the FCC is following the wishes and directions of Congress

petere

petere



To: axial who wrote (4270)11/11/2001 11:55:02 AM
From: slacker711  Read Replies (1) | Respond to of 46821
 
There must have been thousands of posts, on this thread, TLM, Qualcomm, Ericsson, Nokia and who knows where else, on EDGE, 3G, 4G, 2.5G and "the coming wave". It was all gonna happen.

And then, nothing. The money disappeared, and everything imploded.


It hasnt imploded completely. The carriers, at least in the US, have just begun to handle it a little more quietly. Sprint PCS has already begun to sell the first 1xrtt handset in the US.

www1.sprintpcs.com|4552860543832631241/542450408/5/7001/7001/7001/7001/-1

Of course, you wouldnt know it is 1xrtt from the website. They dont even mention the increased data capability on their webpage. PCS, wisely in my opinion, has decided to start seeding the 1xrtt handsets into the market even before the infrastructure has been installed in most places. Their goal is for a nationwide launch by the middle of '02.

The reason for the early seeding of handsets (without a customers knowledge) is that 1xrtt will provide a 1.6-2x increace in voice capacity for PCS. This will only be true for the new handsets....so they have a vested interest in speeding the roll-out of new handsets even if consumers dont see much of a benefit yet. Handsets which take advantage of the increased data capabilities will likely be available in the next 6-9 months.

I think that the during this time period you are going to start articles talking about the comeback of '3G'. The articles that used to concentrate on the European efforts towards 3G will shift to the US, Korea and Japan.

Slacker