PeterCF's Comments PeterCF's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/6282/comments Wireless: LTE Leaps Ahead in 4G Race http://seekingalpha.com/article/163770-wireless-lte-leaps-ahead-in-4g-race?source=feed#comment-696010 696010
Can we please be consistent in our use of this terminology, 4G is being debated by the ITU and there are specific submissions by the standard bodies for 4G - LTE Advanced and 802.16m.]]>
Tue, 29 Sep 2009 17:59:55 -0400
Can we please be consistent in our use of this terminology, 4G is being debated by the ITU and there are specific submissions by the standard bodies for 4G - LTE Advanced and 802.16m.]]>
Apple iPhone Shortage - Is 3G Coming? http://seekingalpha.com/article/71143-apple-iphone-shortage-is-3g-coming?source=feed#comment-136510 136510
There are rumors that Apple will be selling a 3G iPhone soon so this could be Deutsche Telekom’s way to get rid of old stock. The rumors are based upon reports that the iPhone is out of stock in many Apple stores in the US. ]]>
Fri, 04 Apr 2008 10:37:16 -0400
There are rumors that Apple will be selling a 3G iPhone soon so this could be Deutsche Telekom’s way to get rid of old stock. The rumors are based upon reports that the iPhone is out of stock in many Apple stores in the US. ]]>
The Case of the Disappearing iPhones http://seekingalpha.com/article/70809-the-case-of-the-disappearing-iphones?source=feed#comment-135010 135010 Wed, 02 Apr 2008 04:28:49 -0400 An FDD Flavor of WiMAX Changes a Few Things.... http://seekingalpha.com/article/59895-an-fdd-flavor-of-wimax-changes-a-few-things?source=feed#comment-109913 109913
For FDD to make sense it assumes a cellular like, voice driven mobile WiMAX offering - the question is hen 'how do you serve the people who want 8MBps+ down as an ADSL/WiFi replacement'?]]>
Sun, 13 Jan 2008 10:09:22 -0500
For FDD to make sense it assumes a cellular like, voice driven mobile WiMAX offering - the question is hen 'how do you serve the people who want 8MBps+ down as an ADSL/WiFi replacement'?]]>
Ikanos Communications: How Big is the VDSL Market? (Part III) http://seekingalpha.com/article/59668-ikanos-communications-how-big-is-the-vdsl-market-part-iii?source=feed#comment-109392 109392 Thu, 10 Jan 2008 09:15:30 -0500 Virgin Mobile Minority Shareholders Were Right to Take the Cash http://seekingalpha.com/article/40032-virgin-mobile-minority-shareholders-were-right-to-take-the-cash?source=feed#comment-90295 90295
Isn't it more the case that Brandson needs the cash on a continuing basis to fund the expansion of Virgin Atlantic, Virgin Eco Fuels etc etc. Planes are expensive, biofuel processing plans are expensive.

You're right get as much cash as possible - but don't put it into MVNOs. he has already sold Virgin Mobile Nigeria to MTC.

Peter]]>
Tue, 03 Jul 2007 14:13:57 -0400
Isn't it more the case that Brandson needs the cash on a continuing basis to fund the expansion of Virgin Atlantic, Virgin Eco Fuels etc etc. Planes are expensive, biofuel processing plans are expensive.

You're right get as much cash as possible - but don't put it into MVNOs. he has already sold Virgin Mobile Nigeria to MTC.

Peter]]>
Apple's iPhone and the Future of Qualcomm: Part II http://seekingalpha.com/article/36317-apple-s-iphone-and-the-future-of-qualcomm-part-ii?source=feed#comment-86881 86881
Interesting stuff, anything with Qualcomm in always is. Re your question WCDMA being a BIG component of 3G/4G UMTS - I already think you know the answer, technically it is and is fundamental to 3G and UMTS. What is interesting is the shift to 4G (whatever that is) or as the WCMDA guys call it 3G LTE - here LTE could be consider a 4G technology. In reality 3G LTE will be WCMDA/UMTS as the core with OFDM added on for the 4G bit - i.e. the high speed air interface.

Critical however to the continued migration of GSM to WCMDA (and yes it will happen around the world, so sustaining its dominant position over CMDA) will be GSM spectrum re-farming. Once the operators are allowed to refarm their GSm licenses (900 and 1800) they will use it for 3G voice using WCMDA. Why, its 3 times more effiecient than GSM at handling voice - and all the GSm networks are creaking at the seems.

Peter Curnow-Ford]]>
Thu, 24 May 2007 04:54:21 -0400
Interesting stuff, anything with Qualcomm in always is. Re your question WCDMA being a BIG component of 3G/4G UMTS - I already think you know the answer, technically it is and is fundamental to 3G and UMTS. What is interesting is the shift to 4G (whatever that is) or as the WCMDA guys call it 3G LTE - here LTE could be consider a 4G technology. In reality 3G LTE will be WCMDA/UMTS as the core with OFDM added on for the 4G bit - i.e. the high speed air interface.

Critical however to the continued migration of GSM to WCMDA (and yes it will happen around the world, so sustaining its dominant position over CMDA) will be GSM spectrum re-farming. Once the operators are allowed to refarm their GSm licenses (900 and 1800) they will use it for 3G voice using WCMDA. Why, its 3 times more effiecient than GSM at handling voice - and all the GSm networks are creaking at the seems.

Peter Curnow-Ford]]>
Microsoft's Strategy To Grab iPod Market Share: Subsidize Zune To the Tune of $150 http://seekingalpha.com/article/17193-microsoft-s-strategy-to-grab-ipod-market-share-subsidize-zune-to-the-tune-of-150?source=feed#comment-65030 65030 Wed, 20 Sep 2006 05:01:51 -0400