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: Eric L who wrote (110832)	1/12/2002 12:51:27 PM
From: slacker711	Read Replies (1) \| Respond to of 152472

... but on balance I agree with the fundamental points he makes (and that is not always the case), and I was entertained by the article as well. Well....he is always entertaining, and as usual his rhetoric has at least a kernel of truth. I would just like to point out that his comments on LU, MOT and VOXX are equally applicable, to Alcatel, Siemens, Ericsson and Sagem in the GSM arena. Nokia has managed to do precisely the same thing as Qualcomm, grab most of the profits available in their chosen area. This is pretty characteristic of high-tech markets (and especially true wherever there is a gorilla). If Korea had gone GSM, I wonder how well the Korean operators/manufacturers would have done? I think we would have seen precisely as many Korean handset manufacturers as their are Taiwanese...zero. As in his points about Unicom (a dual network will be tough to operate), his comments are correct. I have just noticed that he generally misses applying his logic to GSM/TDMA proponents (in that case, Cingular and AWE). Slacker

To: Eric L who wrote (110832)	1/12/2002 1:26:59 PM
From: mightylakers	Read Replies (2) \| Respond to of 152472

could more realistically turn out to be 50 to 70 kbps initially (once networks are optimized and stabilized) The speed issue is really a very fuzzy concept overall. There are two parts of the same thing, network throughput and the speed that a user gets. Overall a sector throughput is really determined by how much the voice users are in the area. Data users are less important than the voice users. But let's say you allocate about 1/4 of the system resource i.e. the TX power to the data users, then the average TP of a sector is about anywhere between 100kbps to 250kbps depending on number of users, distribution of the users, radio environment, applications and scheduling policy. From a user point of view, his speed will be high if less users are in the sector. From a networks point of view, its throughput actually increases with more users because of the user diversity. The biggest challenge with networks is how to optimize the scheduler for all the users. Just like running a horse racing, you need a good horse and a good jockey combo to win.