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Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Doren who wrote (70802)	11/6/2007 5:26:57 PM
From: Keith Feral	Read Replies (1) \| Respond to of 213177

wired.com Looks like the early part of next year. It will take years for the infrastructure and handsets to get rolling for new spectrum. Who knows what kind of technology? OFMD, CDMA EVDO, WCDMA, WIMAX? I'm shocked that anyone is taking GOOG so seriously. Wireless spectrum is extemely limited in any given market. By the time the spectrum is auctioned off, no one will be left with a national footprint. More importantly, it won't have anything to do with existing spectrum unless someone decides to build multi band chips. Existing wireless companies have never even supported wireless connectivity to support wifi. (Except Apple). How will Sprint or Verizon be expected to support multi band chips that support their national networks with these free access networks. There is absolutely no business model to support such a buildout. IMO, wireless companies will buy up the spectrum just to make sure it doesn't work. I just can't imagine the engineering required to make a multi mode, multi band chip that picks up CDMA EVDO 800 MHz and Wimax 700 MHz? Who would want to make such a chip? QCOM or BRCM? That would completely piss off all the wireless carriers. If this standard is commercially built, it will cost $100 billion to buy the spectrum, put up the towers, and start providing the subscriber terminals. That would be really bullish for the equipment makers over the next few years. That's a lot of cap ex for someone to throw in for free spectrum. Apple started making money on their first batch of iPhones, even though the full revenue won't hit for 2 years. Meanwhile, they will probably sell 10 million copies of Leopard this quarter. That would be around $1.5 billion in software sales vs. the $300 million estimates I have seen. No wonder why Apple doesn't need to reveal all their iPhone revenues until late next year!!