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

To: foundation who wrote (20950)	3/31/2002 4:18:52 PM
From: carranza2	Read Replies (1) \| Respond to of 196610

Any operator which will embrace EDGE will have to deal with the problems noted by Dr. J., namely, the fact that lots and lots of additional base stations have to be installed in order to get decent speeds, a serious problem in this financial environment. How will DT and DoCoMo react when VoiceStream and AWS get on their knees to beg for more cash for more towers? Given the foreign investment results for both, I doubt that either will be feeling particularly charitable, especially DT, who paid much too much for VoiceStream. I don't know how the interference/frequency re-use problem he talked about last November is coming along. Another potential fly-in-the-ointment for EDGE. Simple software change, as sold by the GSM hens? Male bovine manure, and lots of it. As a result, look for EDGE to be done properly only in a few selected highly populated urban environments where it will compete directly with Sprint and Verizon, and likely fail because it cannot deliver the necessary speeds without a lot of additional and probably unforeseen investment in infra. The EDGE operators will be forced to use 802b.11 as a stopgap and have no choice but to support it. Perhaps they'll sell it like HSCSD is being sold, i.e., as some sort of "premium" service for high end corporate users. Because VoiceStream has now officially said that following its EDGE deployment, it would then implement LAN technology based on the 802.11 standard "in portions of its network where there is demand for data rates in excess of what GPRS or EDGE could deliver" [that's choice], does anyone know anything about 802b.11's capacity?