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

To: pcstel who wrote (87183)	10/30/2009 3:10:39 PM
From: engineer	3 Recommendations Read Replies (1) \| Respond to of 197271

You make a bunch of assumptions, none of which are very true in real practice. First of all, the carrier will use 10 MHz or 20 Mhz PERIOD. Most LTE chipsets being designed only go to a 10 MHz profile, so your adding of double the spectrum was for nothing. Unless the carrier and hte hadnset maker decided to put in an extra channel chip to accomodate the extra 10 MHZ BW and an extra radio and an extra baseband...etc..... then it buys you nothing. MOST of the spectrum our there being bought is purely speculative. Most of it unused. Take the 60 MHz that Nextwave has. Even if they wanted to deploy it, nobody makes an RF radio to service it. so what exactly do you on Wall street get from the 2.3GHz spectrum that COULD be used to suplement Clearwire, but will go unused for the next 10 years. NOTHING. But what you do not understand is that you do not get the entire BW Of a cell site, no matter what. In OFDMA, the user gets some of the cappcity but all these numbers they are spouting are for the entire channel speed, not the guaranteed speed to the user. You have been a victim of the Hype once again. So a 16 QAM Wimax channel will go around 10-12 Mbps CLOSE into the cell site. but the user may get this shared with 4-5 other users. If you add the second wimax channel and all the hardware plus costs plus plus plus...., you will only get may be double that rate. but if your cell is small enough to guaratee that there are less than two users in that area, then you get ALL of it. Now I can spend $1B on the spectrum and get you double, or I can specifically understand that there needs to be an additional capacity gain at your block and add a cell for $20k that gets YOU all 10 Mbps. If I am a working carrier trying to grow revenue, which one makes more sense? Not to mention that if you bought something like the 700 MHZ block there are NO operating RFICs to work your radio in the lower A block and in fact the people who did (COX and RCA) are having trouble even getting a handset maker to pay attention to them. so just what did they get for that $750M they paid for it nation wide? A reservation, that is all. A lot in which to build a house in teh future IF and WHEN they get the right things to come about. Did you get double your cpapcity from that buy? NOPE. Would you get more than double if I put a micro cell outside your building? YEP. $750M plus 2 years of carrying charges plus $20-50M in R&D to get a handset + $20-100M in Basetation radio development +?? + regulatory issues.....verus $20k a pop for the 5% that use all the data in teh network? I know which one I would do IF I were De La Vega.....