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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 (30839)	1/7/2003 1:57:29 PM
From: rkral	Respond to of 196546

mightylakers, re "What's the fuss about this one user a time thing?" No fuss, really. Some of us are just taking steps up the 1xEV-DO learning curve .. with most of us at different points on the curve.

To: mightylakers who wrote (30839)	1/7/2003 2:34:53 PM
From: Cooters	Respond to of 196546

Mighty, I have some thoughts about PCS and ev-do. Been meaning to put them down for reference. While there is often speculation here and elsewhere PCS has passed on DO due to simple lack of capital, I strongly disagree. Lack of vision. Lack of creativity. Lack of urgency. But not lack of capital. I feel their mistake with shunning DO lies in their desire to see data demand first, rather than driving the demand. Cart before the horse kinda thing. I've estimated DO deployment nationwide at around $1B, $25K per BTS times 35K BTS's, one carrier each, plus a fudge factor on the upside. I ran this by one of Sprint's vendors and he said the $25K was low and the 35k was high, but he was not factoring in the estimated 4200 new BTS's for 2003. I still think $1B is a good guess. Before we look at a partial deployment, here's my view on the nationwide deployment. By my estimate, about 70% of PCS's BTS's have only a single carrier. In addition, due to capacity gains from 1x, Sprint has forecasted 4200 new towers and 4200 new carriers for expanded coverage in 2003. Note no new carriers in existing BTS's. If you lack vision, creativity, and urgency, you would look at adding DO and say, For What? Certainly not capacity! Now there is a much lower cost for just adding DO in heavy traffic areas. There the capacity would come into play. If I have read the discussion on DO correctly, voice/data or data only devices moving out of a DO area would(should) have the capability to drop down to 1x data, so only certain features requiring DO speeds would have problems. In summary, I think Sprint holds to the notion they want to deliver consistent service across their network, not one product here and another there. Holding to that philosophy, DO really means new services and applications, since the vast majority of their network has no capacity concerns. Moving to a limited deployment, or a phased one, gets away from the consistent service model, but does start to offer capacity benefits and lower deployment costs. I'll throw one more item out. I don't think Sprint wants to deploy any service with limited device selection. Can we expect the same plethora of handsets and PDAs and camera/video devices for DO as we see for 1x currently? These are some random thoughts, intended to provoke discussion. Since we all know Midwesterners are smarter than Chinese, there must be something else to it.....<g> Cooters PS If DV were on the horizon, I don't think DO would make much sense for PCS. Problem is, it is not, as far as I can see.