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Technology Stocks : Ericsson overlook? -- Ignore unavailable to you. Want to Upgrade?

To: elmatador who wrote (2712)	2/2/1999 2:55:00 AM
From: Maurice Winn	Read Replies (1) \| Respond to of 5390

We were talking about Asia, now you are talking about Niger Delta. In Asia, they have definitely got much round hole digging equipment. That's how they build tall buildings. That's why they can put in WLL in many many many places if the economics is right - the foundations won't be a problem in many many places. The economics were wrong for TDMA. They are right for cdmaOne based WLL in many places. That's why the orders are rolling in. Similary, the economics are good for cdmaOne mobile. That's why the orders are rolling in and L M Ericsson is determined to get their VW40 running on Qualcomm's technology for which they want to pay low royalties although they claim not to need the technology anyway. They also think Qualcomm is wrong to stop the the whole industry. Convolutional! Meanwhile, here is an explanation on bandwidth. The amount of information you can stuff into a given bandwidth is essentially a function of the signal to noise ratio, but not of the absolute frequency. Thus if there is a given amount of noise it is possible to go with modulation schemes that fit in more bits only if you boost the signal power. Claude Shannon is justifiably famous for formalizing this [essentially he said that given a bandwidth and a signal to noise ratio there is a maximum amount of info that you can stuff into the channel, and the best performance will be with the scheme that makes the signal look the most like noise - turbo codes do this better than older convolutional codes.] But, cell systems produce their own noise (the neighboring users and cells) and thus have a limit on the amount of bits they can stuff into a given bandwidth. If they boost their signal, their neighbor must boost his and neither has gained anything except higher power usage. The real reason that 2 GHz has higher information carrying ability within a cell system is because the self interference is less since the signals die out faster with distance (lower frequencies die out at closer to 1/r^2.5, whereas at 2 GHz it's closer to 1/r^3.5 - although those numbers should be taken with a large grain of salt). This means the cells have to be smaller (unless you want to fry all the birds in the neighborhood), but you get more Erlangs per square mile for the same amount of bandwidth So, there you are. All the facts of life for you to get your investments in mobile telecoms just right! Thank you to my technical advisor! Just in case anyone thought I was really up with the play for a minute... Maurice