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

To: Jim Mullens who wrote (82738)	1/22/2009 2:22:58 PM
From: engineer	3 Recommendations Respond to of 196878

PHS is being phased out, but the same economic flow down will always happen with telecom. In the early days of US CDMA, as they replaced analog wiht cdma, the old analog equipment got sold for pennies on the dollar to MOM and POP carriers all over the US. It was not until last year that analog finally died. I have friends who had been making alot of money swaping out AMPS for CDMA and GSM all over the US for 2005-2008. So the same will happen in china. Eihter the poorest villages will buy up the PHS stuff and reuse it OR they will sell it to the next developing nation to reuse, perhaps African nations. It is a very cheap system to deploy. but the use case and the revenue in the face of newer higher density systems does not hold up. but if it takes 10 years for them to phase it out, there is still alot of uses. In places where there is NO wireless, a 64k bps data PHS card is wonderful. And a PHS phone that works and can be mobile is a step forward. But this whole China thing needs some examination. For instance, the GSM crowd is seriously looking at upgrading hte mom and pop GSM stuff in developing nations with a Wimax overlay since the cell raduis is about the same. Alot cheaper than using 3G. The bottom line is wireless and broadband and data is going to grow by alot faster than the GDP of alot of nations for the next 20 years.

To: Jim Mullens who wrote (82738)	1/23/2009 10:07:56 AM
From: waitwatchwander	Respond to of 196878

Dual GSM seems to mean 2 sim cards in one phone. That has interesting implications. One could have a phone which accesses two phone numbers on the same network. I suspect that is the common use but of limited real value. Having the sims go to different network operators is another option, also likely of limited value. Going down the road, they could use such capability to increase a devices bandwidth but that would also have battery implications. This one is nothing but weird and weird never rules.