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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 (61778)	3/31/2007 12:49:09 PM
From: slacker711	Read Replies (1) \| Respond to of 197323

Thinking a bit more about femtocells... 1) The carrier gets better coverage which should translate to lower churn/increased minutes. The economics of subsidizing the device should work very well with family plans where you get mulitple people onto one femtocell. 2) The carrier also gets to offload their backhaul costs to the customer's broadband provider. 3) I would imagine that a CDMA/WCDMA femtocell would translate to better battery life. The handset should be able to transmit at a much lower power. 4) This is a developed world only solution. There just isnt enough broadband in most developing countries (India). 5) OTOH, they might work very well in Europe where indoor UMTS coverage is still a work in progress. 6) I read a quote from ABI talking about $130 pricepoints being quoted at 3GSM. That is much lower than I would have figured. I wonder what sort of chip is inside the Samsung device? Some sort of custom 1xrtt CSM from Qualcomm or somebody else? Slacker

To: slacker711 who wrote (61778)	4/1/2007 10:38:33 AM
From: DanD	Read Replies (1) \| Respond to of 197323

If the pricing is right, I think femtocells could become huge. My coverage at home is very good, but this would be a killer product for those with shaky coverage. Slacker, Aren't you trading wireless reliability for VOIP like reliability? How good is VOIP reliability? I still hesitate to go with a VOIP system because my internet, DSL or CABLE, still goes down pretty regularly. And Broadband coverage is about the same as Cell coverage, so wouldn't most of the folks that could be helped the most by this already be in a high coverage area? This could all change once Verizon and others finishes laying fiber everywhere. I agree its a great product, and could be huge in a few years, but competition from WiFi enabled cell phones could also have an impact by then too. Interesting stuff. Dan D.