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To: carranza2 who wrote (16919)11/28/2001 2:30:21 PM
From: Eric L  Read Replies (1) | Respond to of 34857
 
c2,

<< Never thought you'd disparage GPRS >>

You haven't been reading my posts for too long.

Speed is NOT the real issue.

Capacity is. GPRS is a capacity hog.

GPRS is suitable for fast WAP and MMS an even MMS will tax it as traffic volumes grow. Alternative then - aside from optimizing the networks - is to add base stations as T-Mobile chose to do early on (or now that the alternative exists - upgrade to EDGE).

GPRS was not designed initially to be anything other than end of the trail for GSM.

It got a little more convoluted in standards bodies after UWCC rolled in and GSM standardization moved from ETSI to 3GPP, and more and more forwards and backwards compatibility was tucked in (delaying GPRS, but more significantly delaying WCDMA).

Now with pressure on Cap Ex, the carriers are trying to pretend that GPRS is an adequate interim solution for the short to medium haul. It is more realistically "barely adequate" which is why AWS, Cingular, and VoiceStream will only use it till EDGE is commercially available, and commercially viable, and in the case of AWS will zip right through to WCDMA.

In the interim, 1xRTT will share some of the same issues (not capacity issues) that will plague GPRS in the early going, so I would advise not getting to cocky about the short window that 1xRTT will have competing against GPRS (as opposed to EDGE or WCDMA).

<< Sound almost like a Qultist. >>

LOL! That's me.

One slight difference. I have been paying attention to where most of Nokia's and Ericsson's R&D dollars have been spent, are being spent, ... and it sure (wasn't) isn't GPRS, and it is not EDGE either.

<< EDGE (LOL!) is the next touted thing >>

Beats the heck out of moving GPRS to CS-3 or CS-4, which realistically was never in the cards.

<< C'mon, admit it, the Cabalistas would have been better off using Q's 3G migration path. >>

They absolutely would have

At one time (back when I originally invested in Qualcomm) I really thought that was a possibility, even though the 'R97' initial standard was completed in mid-98 shortly before I invested. The cold hard reality is one of the reasons I have shed 75% of my Qualcomm position since 12/31/99.

Vodafone handed them an opportunity but Qualcomm decided to play the game their way.

The rest is history.

"You can lead a horse to water but you can't make them drink" a Vodafoner once told me.

"C'est Fini ... C'est La Guerre" his FT friend added.

That was September of 99.

It was about 3 weeks after I found out that AWS was already firmly committed to EDGE (and several months before the decision was made public).

- Eric -



To: carranza2 who wrote (16919)11/28/2001 3:18:57 PM
From: Eric L  Read Replies (1) | Respond to of 34857
 
re: Eric Jhonsa on Qualcomm Accounting Principles

The Accounting Ordeals Of Qualcomm


siliconinvestor.com

Pretty well done.

- Eric -