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

To: engineer who wrote (87145)	10/29/2009 12:23:04 PM
From: BoonDoggler	Read Replies (1) \| Respond to of 197244

But if iPhone would get on Verizon, folks would see with no doubt that it is the network, not the smart phones themselves that is the issue. I predict that if AT&T does not reverse this trend of not meeting hte demand curve, they will start to see a whole heartely downturn in the demand curve of all smart phones and a negativeness on thier network that wll last for many many years to come.

To: engineer who wrote (87145)	10/29/2009 4:51:48 PM
From: ggamer	Read Replies (1) \| Respond to of 197244

Can the spectrum that QCOM purchased for MediaFlow help with this demand deficit.

To: engineer who wrote (87145)	10/29/2009 5:11:21 PM
From: Eric L	Respond to of 197244

Wireless Data Coverage and Capacity ... engineer, << What will be needed by all carriers is a epoch change in coverage ability just to keep up. ... Now bring on netbooks and more data intensive devices and this only intensifies. >> Well stated! - Eric -

To: engineer who wrote (87145)	10/30/2009 8:53:37 PM
From: pcstel	1 Recommendation Respond to of 197244

So, what is AT&T doing? Taking hte old slow, careful approach to roll out where any new innovations are 2-3 years away while they slowly evaluate, characterize, and rollout coverage. But the issue is that every month that they delay the panic mode rollout, they fall more than two months behind in the ability to meet equalization in the network. snip This deficit make shte sales meet a negative attitude and adverse marketing channel. I predict that if AT&T does not reverse this trend of not meeting hte demand curve, they will start to see a whole heartely downturn in the demand curve of all smart phones and a negativeness on thier network that wll last for many many years to come. Agree 100%. This is exactly why the device makers with the financial ability will build their own "4G private label networks" The network performance "service provider" will actually become a deterrent to device sales. Building their own "private label" networks will allow over-all greater performance and user satisfaction based on user terminal choice, not network selection. It will be a competitive advantage that will have to be equalled by major competitors who can afford to do so. These new Private Label Networks will be "new builds" as all IMS Core Networks. A company like Apple can then expand connectivity to IPOD Touch's whose users which wish to access ITunes Store or the App Store without signing up as a monthly subscriber to T. These network builds can be done over time and launched market by market much like the Brick and Mortar Apple Retail Stores. However, the end result is that the device manufacture can control the overall user experience, and network upgrade time table without waiting exclusively on an external Network service Provider to make a decision. A user experience that is not aided by explaining to the customer that you have to call ATT, and then ATT telling them they need to call Apple, or Google, or Microsoft.......... Apple being notorious as wanting to control the overall user experience through specific hardware profiles (RIP Power Computing) Qualcomm was ahead of the curve in building a "private label" network (Not a MVNO). In 2003 Auction 49, Qualcomm purchased Channel 55 (D Block) Nationwide for 38 million (minus the West EAG which they later acquired from Aloha Partners) for much, much less than they paid for Channel 56 (E Block) in BOS, NY, LA, SFO, Philly in Auction 73 in 2008 costing them ~$550 million for the 5 markets listed. Of course the D Block licenses were basically FREE since Qualcomm used the 125 million Auction Discount Voucher they received during the 2000 settlement with the FCC of the Miami Pioneer Preference debacle in the mid 1990's. After they recovered it from Leap Wireless, to whom they had transferred it too at one point earlier in the decade. PCSTEL