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

To: JohnG who wrote (18123)	1/14/2002 12:56:58 PM
From: Keith Feral	Read Replies (1) \| Respond to of 197231

A few thoughts on NXTL - Direct Connect is a function of their SMR spectrum for 2 way radio. It is not subject to the same regulations as cellular technology. NXTL owns the SMR spectrum for every major market in the world, including China. A 3G enhancement of SMR would only benefit NXTL, since they hold all of the essential spectrum on a global basis. If NXTL can get 3G voice and data quality for their SMR spectrum, the 2 way radio would be a viable option for more people. Direct Connect on a global basis would run on mobile IP VoIP. The time delays will be significant. They would be just like an email. The data packets have to be uploaded cellular towers to satellite relays to their correct mobile IP location. This will take time. However, the demand for non real-time voice may reduce for business applications as people plug into voice emails through products like Direct Connect. Direct Connect conversations could accelerate the exchange of voice mails through VoIP (especially if they offer text conversion). Listen or read your emails - the distinction shouldn't matter. NXTL's switch in business plans from GSM to 3G CDMA is closely reflected by China's decision to head with 3G MC CDMA with Unicom and China Mobile's decision to head with 3G DS CDMA. There was absolutely no reason for them to go with the TDMA sidestep to GSM/GPRS/EDGE that offered no capacity advantages.