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

To: engineer who wrote (20208)	3/12/2002 9:20:42 AM
From: Keith Feral	Read Replies (1) \| Respond to of 197637

Thanks. Whatever the case, I am beginning to appreciate the economic advantages of 1X overlay vs. offering 3G CDMA in new spectrum. All of the economic comparisons that Qualcomm has shown for 1X or 1X EV DO compared a single 1.25 MHZ carrier vs. a 5 MHZ WCDMA carrier. In reality, CDMA providers have much more than 1.25 MHZ of spectrum. I have read your comments that CDMA carriers would be able to "mix" the combination of many CDMA1X or CDMA1XEV DO channels in a market where providers currently had 10 MHZ of spectrum. Is it pretty typical for companies like Verizon or Sprint to have at least 10 MHZ of spectrum in any given market? I can't begin to estimate or measure how much the overlapping CDMA channels will improve Internet speeds or voice capacity as these 8 different 3G channels overlap in existing markets. In the product description for the CSM 5200, Qualcomm begins to discuss the cascading effect of several base stations. Doesn't the presence of many CDMA1X or CDMA1XEV DO channels in a 10 MHZ range of current spectrum give CDMA providers greater capacity and speed than providers using 5 MHZ of paired spectrum for WCDMA? If you begin with 10 MHZ of existing spectrum, CDMA companies end up with 8 CDMA channels. If you give GSM companies 10 MHZ of UMTS spectrum, they end up with 2 paired WCDMA channels in the 2 GHZ range. In reality, it seems that CDMA carriers already have exactly what the GSM carriers are trying to build - 10 MHZ of 3G CDMA.