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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 (87165)	10/29/2009 11:56:02 PM
From: pcstel	2 Recommendations Read Replies (1) \| Respond to of 197248

>Adding specturm would only increase it a little.< Disagree!! Especially for LTE!! Problem is Spectral Resources in the Metro Markets. IPhones and other Data Intensive User Terminals can be produced by the Millions per Month. The impact on a Network is immediate, and the cost and time to market for network upgrades is costly in terms of CapEx and Timeframes. Private Label data networks will be the wave of the future. Google via Clearwire has already set the framework for this model, others device manufactures will follow out of competitive necessity for network quality. Those that have figured this out are already buying up Terrestrial Capable Nationwide Spectrum for pennies of it's actual value. See Harbinger's recent buyout of future MSS provider Skyterra and it's 40Mhz of Nationwide MSS/ATC eligible spectrum for ~$550 million and assumption of $800 million in debt. We are in the Cotton Gin stage of the Mobile Wireless Data Revolution. The ability to create devices of mass consumption of Mobile Broadband Data is limitless. The ability to create massive supplies of Mobile Broadband Data itself, are not. The availability of Nationwide Spectrum is small, The availability of Worldwide Harmonized Spectrum is even smaller. PCSTEL