Comments on: Verizon and Alcatel: new contract or just a trick? http://www.muniwireless.com/2009/02/23/verizon-and-alcatel-lte-contract/?utm_source=rss&utm_medium=rss&utm_campaign=verizon-and-alcatel-lte-contract Citywide WiFi, smart grid, enterprise wireless, public safety, mobile apps Sun, 12 Feb 2012 01:38:22 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Amit http://www.muniwireless.com/2009/02/23/verizon-and-alcatel-lte-contract/#comment-37812 Amit Thu, 26 Feb 2009 04:41:02 +0000 http://www.muniwireless.com/?p=10150#comment-37812 There is no trick here. The CDMA needs to be upgraded for capacity while LTE is being built. As most of you will agree, smartphones are driving demand for wireless data is exploding on all 3G networks, Vz's included. Until a signficant number of these data-hungry devices are moved to LTE, Verizon will have to keep on uprading its CDMA network. To move smartphone subscribers to LTE, Verizon needs dual-mode LTE/CDMA handsets. Qualcomm is the ONLY company that can make a chipset for such a handset, because no one else has CDMA baseband that meets Vz's requirements. Qualcomm announced (on Feb 16'09) that it does plan to build such a chipset. This chipset, called the MSM8960 is scheduled to sample in mid-2010. Handset vendors normally take 12 months from the time that an MSM chip is sampled to build a handset. That puts the first dual-mode LTE/CDMA handset in Q3'2011. So, from now to Q3'2011, Verizon needs to continue adding capacity to their CDMA network, while they build out LTE. There is no trick here. The CDMA needs to be upgraded for capacity while LTE is being built.

As most of you will agree, smartphones are driving demand for wireless data is exploding on all 3G networks, Vz’s included. Until a signficant number of these data-hungry devices are moved to LTE, Verizon will have to keep on uprading its CDMA network.

To move smartphone subscribers to LTE, Verizon needs dual-mode LTE/CDMA handsets. Qualcomm is the ONLY company that can make a chipset for such a handset, because no one else has CDMA baseband that meets Vz’s requirements. Qualcomm announced (on Feb 16’09) that it does plan to build such a chipset. This chipset, called the MSM8960 is scheduled to sample in mid-2010. Handset vendors normally take 12 months from the time that an MSM chip is sampled to build a handset. That puts the first dual-mode LTE/CDMA handset in Q3’2011.

So, from now to Q3’2011, Verizon needs to continue adding capacity to their CDMA network, while they build out LTE.

]]> By: GM http://www.muniwireless.com/2009/02/23/verizon-and-alcatel-lte-contract/#comment-37792 GM Mon, 23 Feb 2009 18:31:43 +0000 http://www.muniwireless.com/?p=10150#comment-37792 Lynch has indicated in other venues that total capital spending levels will not increase because of the LTE deployment. In other words, some of the ongoing 1X voice and EV-DO capacity expansion spending will be replaced by LTE spending. If Alcatel-Lucent has a greater share of Verizon's net spending because of the new technology mix, they could experience an increase in revenues. Lynch has indicated in other venues that total capital spending levels will not increase because of the LTE deployment. In other words, some of the ongoing 1X voice and EV-DO capacity expansion spending will be replaced by LTE spending. If Alcatel-Lucent has a greater share of Verizon’s net spending because of the new technology mix, they could experience an increase in revenues.

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