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

To: pcstel who wrote (33135)	3/5/2003 2:53:45 PM
From: foundation	Read Replies (1) \| Respond to of 196654

re: There are very few applications that require EV-DO speeds. LOL! Are you silly or dim? No, No, No! do isn't primarily about speed - though it's there. do is about capacity and cheap data. And "cheap" is most rational. Around 40 times cheaper than GPRS. Now... does that make you feel silly or dim?

To: pcstel who wrote (33135)	3/5/2003 3:44:47 PM
From: Kayaker	Respond to of 196654

London Investor Day Irwin Jacobs on 1xEV-DO Time: 25:30 "There have always been those that criticize and say there are very few applications where you need that kind of peak data rate. But they miss a point. The point is that if you can deliver packets of data at very high speed to each subscriber, you can handle many more subscribers with the same infrastructure, saying another way, the cost of 'cap' and 'op', operating costs, cost per megabyte delivered is much lower. The faster you go, the lower the cost. And so you get both a better quality of service, a better user experience, and you do so at lower costs."

To: pcstel who wrote (33135)	3/5/2003 3:59:33 PM
From: Maurice Winn	Read Replies (2) \| Respond to of 196654

<The best business decision for Nextwave to follow is to build a homogeneous GSM/GPRS network and wholesale airtime to the likes of Cingular and T-Mobile and even AWE. There is no business case for Nextwave building a EV-DO network for re-sale... > PCS, it does seem very odd to suggest building more of something which is on the way to obsolescence, blocking spectrum which is best used to provide the capacity at a price which people will accept for fast data. There is no problem with getting voice service. There is a big problem getting mobile cyberspace service. If Cingular and the other GSM providers can't fit enough voice into their spectrum, they'll have to overlay with GSM1x. That'll give them all the capacity they can use. They'll even have plenty left over for some data. The economic outcome might be for the GSM providers to go bust, Leap, Verizon, Sprint and co to fill the voice needs and NextWave to do the DO. Cingular and co are has-beens. There's no need to prop them up with more GSM in new spectrum. Mqurice