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

To: mightylakers who wrote (20921)	3/29/2002 2:34:11 PM
From: carranza2	Respond to of 197054

Great find, mighty. Made me think of the Nov. '01 call in which Dr. J. discussed GPRS and EDGE. He mentioned GPRS expense specifically. As to EDGE, it sounds like a capacity hog if anyone wants to get the advertised speeds out of it. Anybody seen any GPRS user numbers anywhere? Ramsey has made the plea and this is a reminder. Dr. J. on GPRS in Nov. '01: "On the other hand on GSM, the move to GPRS has been delayed somewhat, probably two or three years from what had been expected, it is a fairly small change, using the same modulation essentially over the air but then provides an always on packet connection. But the standards were not handled too well and it has taken quite awhile to implement but it will move ahead and provide some minimal capability, that is a low data rate and a relatively expensive approach to data but it is an always on connection, so I think it will show for GSM users that there some interest in providing this capability." On EDGE: "Now some people are talking about moving to EDGE, particularly here in the US. There are now forecasts I noticed that EDGE would be available next year, in quantity using the GPRS infrastructure approach. What will has to happen there is there has to be a new modulation per timeslot over the air and that allows, theoretically, a significantly higher data rate. One can take 60 Kbits per second per timeslot and multiply it by eight and get up to 480 but in fact one has to worry about two things, you have to put some coding to handle data so that number is probably similar to the number that was originally quoted for GPRS, somewhat over 100 kilobits per second. In fact I think we will be seeing something like thirty kilobits per second per timeslot, using all eight timeslots is not particularly economic so you will probably see something like 240 kilobits per second except for one other problem. And that is that the coverage of this advanced modulation is less that you can achieve presently with GSM and so either you add some more base stations or you accept a lower data rate. The other problem is that for susceptible to interference, so that the frequency reuse patterns are in question. Well, you might say that all this has been well tested and everybody knows exactly what those numbers are, I hope somebody does, but it is not quite clear yet. Some people are saying however that they have made their first data call using EDGE. So people are committed to moving ahead on it. I think they may have been oversold on A: the time for availability and B: the data rates that will be supported." The GSM chickens are coming home to roost. They must be madder than wet hens to see the Mighty Duqs be right on target.