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Technology Stocks : The *NEW* Frank Coluccio Technology Forum -- Ignore unavailable to you. Want to Upgrade?

To: Frank A. Coluccio who wrote (8325)	12/12/2004 9:46:50 PM
From: ftth	Read Replies (2) \| Respond to of 46821

Some Sprint+Nextel commentary from Telepocalypse: Between Nextel and Sprint they control 90% of the 2.6GHz MMDS spectrum in the US. They’ve dithered for years over what to do with this, and written down the asset by the odd billion or two over the same period. The synergy of this deal is not that they will deploy in this area because of their combined footprint, but that they won’t. My guess is that the MMDS spectrum will be kept in the cupboard behind the stationery supplies in HQ for the forseeable future. The combined entity will end up on Qualcomm’s EV-DO path because it’s laggy and the reverse link sucks. the rest is at telepocalypse.net

To: Frank A. Coluccio who wrote (8325)	12/14/2004 8:48:28 AM
From: Cooters	Read Replies (1) \| Respond to of 46821

what is DO ReIO Frank, thought I'd reply over here. The basics for DO Release 0 are a peak data rate of 2.4Mbps on the forward link using a TDMA-CDMA hybrid developed by QCOM, the reverse link stays at 144Kbps using CDMA. It is a data-only interface. Nextel is interested in DO Release A, which makes huge improvements to the reverse link(a little shy of 2Mbps) and markedly improves latency. The jury is out on whether commercial VoIP would be enabled by RelA, my guess is we still have one more iteration of DO to go for that. However, latency will be sufficient to move PTT over from iDEN. On the MMDS spectrum, Nextel intends to attack the broadband market, I was of the opinion they would move to Flash-OFDM or a standardized 802.20 in that band, but Merrill is reporting they will use a standardized TD-CDMA. I do believe the landline companies would like to bury the MMDS band, but Nextel has other plans. Cooters