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

To: slacker711 who wrote (19747)	3/1/2002 10:09:25 AM
From: mightylakers	Read Replies (1) \| Respond to of 196656

other major infrastructure manufactuers (LU and NT) will be ready with their DO offerings. And don't forget Ericy too. It is indeed tough for the small fishes to get market shares.

To: slacker711 who wrote (19747)	3/1/2002 10:20:41 AM
From: Dexter Lives On	Respond to of 196656

Perhaps a PCS build-out in the MMDS band would also be a possability They'll be selling that spectrum to feed the 3g monster... IMHO. Rob

To: slacker711 who wrote (19747)	3/1/2002 10:28:06 AM
From: Eric L	Read Replies (1) \| Respond to of 196656

Slacker, << COM DEV indicated that SK Telecom would need to add about 15% more basestations to certain areas because there current 1x basestations are operating at capacity. This is kind of hard to believe. >> I'm not sure what recent presentation from SKT I was looking at but SKT's excess capacity over and above its existing subscriber base is exceptionally lean. They are rapidly converting their base from IS-95B to 1xRTT which will help, but decreasing voice capacity by adding DO channels is going to offset this. Scan back through the recent SKT material and you'll see what I mean. - Eric -