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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 179.71-0.9%3:12 PM EST

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To: nbfm who wrote (4758)1/3/2000 2:35:00 AM
From: Maurice Winn  Read Replies (1) of 13582
 
***AirFiber*** airfiberinc.com Wow! It doesn't take long for things to go from the optics and laser labs at San Diego University [the Joan and Irwin Jacobs Engineering School] where the ground floor is full of laser labs, out to the money markets.

They call it a "paradigm shift". Well, AirFiber's competitors are going to find that Microsoft's Mantra "Major Paradigm Shift Happens" is right. For example, I'm sitting here with my hotshot ADSL which is slower than a wet week but faster than my old GEO dish. Okay, they are better than a 56kbps modem which seems akin to the stone age now. But the idea of lasers through the air to a cute little detector on the roof really makes me happy.

Okay, it might be foggy or rainy one day in 10. So what? I've still got ADSL, the old geostationary dish out the window and even the 56 kbps modem somewhere as backup.

So, when's the AirFibre IPO?

Looks like a major paradigm shift. indranet.co.nz and other wireless ideas for fixed locations, such as OFDM, sound good, but since spectrum is allegedly the new shortage, channeling the data down a narrow pipeline with no interference seems the elegant solution.

OFDM and WiLan seem like a good thing to short [on 20 seconds thought so don't quote me].

So it looks like fibre round the world, with those new-fangled fibre switches to the last kilometre, from where the light shines out from up a pole towards 100 houses and businesses in the vicinity, from where a HDR or Bluetooth link can take the signal to the mobile humanoid running around somewhere.

It seems that Qualcomm is not finished yet. They are going to take over the last mile as well as the 2GHz 3G space.

Bye bye WiLan.

Mqurice
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