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

To: kech who wrote (33151)	3/5/2003 6:02:10 PM
From: foundation	Read Replies (2) \| Respond to of 196679

re: The nice thing about NextWave's plan ========== The hard reality is - the GSM buggy whip makers - and their mouthpiece minions - are scared stiff of do. As they well should be. NextWave can utterly disrupt the US market. They have nothing to compete. And your points are well spoken. NextWave resolves carriers' concerns. Though carriers may not be first on the NextWave wagon. I think Seybold is correct - look to ISPs and major corporations as first movers.

To: kech who wrote (33151)	3/5/2003 6:05:53 PM
From: pyslent	Read Replies (1) \| Respond to of 196679

Nextwave network musings If Nextwave is intending on building out a data-only network from scratch, would it not behoove them to consider all technology options (richochet <ggg>, flash-OFDM, iBurst) in addition to EVDO? For carriers that already have a 1X network, adding DO makes use of existing infrastructure. In nextwave's case, a build out of a data-only network from scratch puts all technologies on an apparent level-playing field. After all, it should not impossible to incorporate these technologies into a multimode (e.g, GSM/GPRS/iBurst or CDMA1X/flash-OFDM) handset, the lack of a single chip MSM6xxx-like solution notwithstanding. Should Nextwave's apparent decision to go with DO be construed as a tacit indictment of the prospects of alternative technologies, who have all claimed higher performance at significantly lower build out costs? Or are Nextwave's CDMA bloodlines too deep to consider it an impartial judge of the merits of competing technologies?

To: kech who wrote (33151)	3/5/2003 9:16:17 PM
From: Eric L	Respond to of 196679

Tom, << "pay as you go for EVDO". Hey that kind of has a ring to it doesn't it. heh heh. >> That is good. I like that, and if the unindicted criminals at Nextwave can finally pay for the spectrum they filched at what by todays standards could be considered to be bargain basement prices I'm all for it, whether its with a buildout of 1xRTT, EV-DO, GSM/EDGE, or 3GSM WCDMA. It certainly would be nice if someone would use EV-DO to create some economies of scale for this solution that unfortunately at this particular point in time nobody seems to want or need, or more importantly create a value proposition from to justify it. Maybe MCI is still a prospect? - Eric -