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Technology Stocks : Nextwave Telecom Inc.
WAVE 6.652-2.0%Dec 5 9:30 AM EST

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To: Maurice Winn who wrote (1034)6/21/2008 10:44:27 PM
From: Dexter Lives On  Read Replies (1) of 1088
 
Wide-area OFDM networks will be adopted much faster than previously/currently thought because demand for data services will see a dramatic increase (and not just from the iPhone style device which is still just a sliver of the market after all). OFDM's strength is network capacity and on that front it blows the other air interfaces out of the water.

CDMA will prove to not be up the task because it's voice-centric heritage will not allow it to become the big invisible pipe that services like XOHM require. Remember voice is simply a data app in an open IP environment. All the work put into the CDMA kludge will soon be irrelevant - not QUALCOMM's fault, just the nature of evolution, and part of the cycle of destruction and creation.

QUALCOMM's position in OFDM is much weaker than it has been claiming; UMB (Flarion's Flash-OFDM and all derivatives) is dead in the water though their own internal research efforts and Airgo acquisition will give them a seat at the 4g ipr table, likely as a minority share player. Samsung will be the largest IPR holder in next gen nets. [ techatplay.com ]

The cell operators are already pushing the panic buttons and the first step will be for all the major carriers to transition to WiMAX or LTE. Nextwave is very well positioned and will be a much better investment than QUALCOMM over the next 8-10 years, assuming of course that they remain independent. [ library.corporate-ir.net ]
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