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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 (26007)	8/23/2002 4:26:58 PM
From: Clarksterh	Read Replies (4) \| Respond to of 196692

The next part of the spreadsheet should be filled in with the costs of GSM1X: No new towers (as opposed to three times more towers for WCDMA at 2.1 GHz); no new back-end (except perhaps to beef up back-end capacity); and no engineering and development costs. There are an awful lot of 3 times, 2 times, ... the number of towers for technology x vs technology y. But I have never seen very very little real deployment data - the only piece I remember is several years old and was about the number of CDMAOne basestations in some Florida metro area vs the number of TDMA (or GSM? I forget) in the same area. But I know of no technological reason why WCDMA will take three times as many towers as CDMA2000 in the same spectrum. I personally take this evaluation with a grain of salt until I see some data or some rationale. All JMO. Clark

To: foundation who wrote (26007)	8/23/2002 7:24:55 PM
From: John Carragher	Respond to of 196692

What ever happen to tero kuittinen ,I bet he could straighten things out in EU.

To: foundation who wrote (26007)	9/10/2002 2:22:51 PM
From: waitwatchwander	Respond to of 196692

EU to OK Sharing Data Networks newsday.com September 10, 2002, 12:58 PM EDT BRUSSELS, Belgium -- Europe's embattled mobile phone operators received good news Tuesday when European Union regulators provisionally agreed to allow them to share the costs of building fast third-generation data networks. The European Commission said it intends to allow Deutsche Telekom AG subsidiary T-Mobile International AG and Britain's mm02 PLC to build base stations and other infrastructure in Britain and Germany. "Such cooperation deals can bring benefits for the consumer in terms of a faster introduction of new services, more competition and a lesser impact to the environment," said EU Competition Commissioner Mario Monti. The announcement allows companies to share the base stations and antennas and also permits them to share so-called radio-access networks, which include the actual switches that complete mobile phone calls. Final EU clearance still depends on regulators considering comment from competitors or other interested parties. European mobile phone operators have spent more than 115 billion euros ($113 billion) buying 3G licenses, creating a mountain of debt. Company executives estimate network cooperation could shave about 30 percent off investment costs estimated to run to 5 billion euros ($4.9 billion) in both Britain and Germany. Monti warned that he would remain "vigilant to protect competition in mobile phone markets." In particular, he said he would not allow operators to share services provided directly to consumers. 3G networks are designed to offer high speed Internet access, including the ability to send high resolution pictures and CD quality music. Copyright © 2002, The Associated Press