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

To: slacker711 who wrote (53187)	7/5/2006 1:00:07 PM
From: LarsA	Read Replies (1) \| Respond to of 196444

slacker, it was just a tease - but it must be right to give people what they want and need - they own the spectrum. Technology neutral is a fine slogan but as you know it´s an ecosystem with much more in it than cell towers and bandwidth. As we have pointed out: a phone with SIM card may be superior technology. An extreme position would be that a technology that is "better" and attracts 1% of all customers should have as much spectrum as one that attracts 99% - even if they don´t need it.

To: slacker711 who wrote (53187)	7/5/2006 1:09:13 PM
From: Eric L	Read Replies (1) \| Respond to of 196444

ANATEL 2000 Revisited ... Slacker, << India allocates spectrum based on subscriber count....so your comment describes exactly what they are currently doing. The only issue is that if a GSM carrier has 10 million subscribers, they get twice as much spectrum as a CDMA carrier with 10 million subs. That decision is anything but technology neutral. >> Underlying this is another spectrum issue and essentially it is ANATEL 2000 revisited. The current secondary band for spectrum award is 1800 MHz. After claiming that CDMA2000 was available for 1800 MHz, QUALCOMM, CDG, and the CDMA coalition backed off and now claim it is available (Korea uses a subset of this band for PCS) but not financially viable, because in CDMA land nobody but Korea and one Latin American (Argentina?) network use it. QUALCOMM, CDG, and the CDMA coalition want access to the 1900 MHz band. The problem is that the US PCS band (also used in Australia and by Cingular in the US for WCDMA) is in the middle of the original IMT-2000 3G core band and mandates different uplinks/downlinks. The GSM/3GSM gang claims that if it is used it places spectrum constraints on India and points out that implementing CDMA2000 in the core band and allocating spectrum evenly and at the same price puts everybody on a level playing field. They point to the problems the USA is having finding and clearing new spectrum to supplement the PCS band for 3G. They further point out that CDMA2000 is now commercialized IMT-2000 3G core band and wryly ask -- is it NOT? It is a knotty and contentious issue, at best. Eventually we will see the issue resolved when 3G spectrum is clarified but that decision is really long overdue, and supposedly won't resolve till end of year. Best, - Eric -