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 : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Wyätt Gwyön who wrote (109347)	12/7/2001 2:18:45 PM
From: slacker711	Read Replies (1) \| Respond to of 152472

notice AWE's infra budget: $2.5 billion for GPRS "A few hundred million" for EDGE $1 billion for 3G (presumably WCDMA) look where they're spending the most money. and follow the money. 2.5G is where it's at imo. It really has nothing do with the respective technologies. The back end of the wireless network is the same for GPRS, EDGE and W-CDMA. AWE is required to overlay their entire network with this new core network to deploy GPRS. The move to EDGE and W-CDMA will only involve changes to the Radio Access Network (RAN). Docomo didnt give $10 Billion to AWE for nothing....they will have to deploy a nationwide W-CDMA network. The only question is the timing. I believe the original deal called for 13 out of the top 50 markets by June '04.... Slacker