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Technology Stocks : Bluetooth: from RF semiconductors to softw. applications

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To: Mark Oliver who wrote (114)1/14/2000 5:49:00 PM
From: Mats Ericsson  Read Replies (1) of 322
 
News: BT-explosition, car alarms, my thoughts

PC/laptop cards with Bluetooth and even with PCS/GSM module will be the first real products. Nokia has gsm-pcmcia pc-card in market and the are marketing wireless LAN's now in hurry, so let's see.. anyway something for mobile professionals.. as always.
The size/cost are the major problems as always. At the begining The Thing will be large and expensive. So in first phase you could allways build the mobule inside the batterymodule of the cellphone!
EMC-problems in module/chip-architecture are the big one. You face the have major technical problems with rf-interferens inside the chip! Electromagnetic coherense something between between parts of device or silicon ( I'm not expert on anything but I have learned that .. ) flashmemory - prosessor-etc is the great problem. This is a one key mess in making a even a new cellphone.

- Best co's? Atmel/NSM and flasmemory co's seems to get going strong just now. Synchronization is a must. Anything in mobility area. This is just one part of mobility-story. But I don't personally like the any stocks prizes just now.

Nokias ceo Jorma Ollila has stepped in the board of Ford corp. Maybe there is more than just the car alarams to go with ...

ZD_net Summary: Car alarms go hi-tech with Bluetooth. Thu, 14 Oct 1999 11:19:12 GMT. Marc Ambasna Jones. Ericsson to add Bluetooth technology to trusty 'street screamers' Ericsson has formed an alliance with Mannesman VDO to develop car alarms with built-in Bluetooth connectivity. Ericsson claims that by 2003 over 10 million cars will be equipped with alarm devices resembling mobile phones.

Bluetooth explosion may hinder development Thu, 13 Jan 2000 15:00:30 GMT ZD:Net UK
Decay may have already set in according to one analyst
Bluetooth, the wireless technology on a chip, will see gargantuan growth over the next six years but could be scuppered by over zealous organisations trying to mould the technology to their own purpose. So says a report out Wednesday from global research firm Frost & Sullivan.
The report predicts that sales of Bluetooth products will rocket from $0 in 1999 to $36.7m in 2000, reaching $699.2m by 2006. The widespread industry support for the technology -- there are more than 1300 companies in the Bluetooth Special Interest Group (SIG) -- may lead to interoperability problems threatening the standard, says the report.
Jan ten Sythoff, author of the report, believes the competing members of the SIG, operating in various industry segments, may lead to splinter groups within four years. One of the major hurdles in Bluetooth's path, says Sythoff, is interoperability issues with competing wireless technologies, such as wireless LANs and HomeRF.
Although Sythoff is confident Bluetooth will quickly see off the threat of HomeRF, "in Europe because Europeans are not really interested in home networks" he believes wireless LAN technology throws up a different set of problems. Interference from wireless LANs means that while some members will want to make Bluetooth interoperable with them, or customise it so it acts as a wireless LAN, other companies will want it interoperable to keep their own solutions viable.
However this view is not shared by one of the foremost members of the Bluetooth SIG, Ericsson. Anders Edlund, an Ericsson spokesman, believes that such problems are "extremely unlikely". He explains, "I think what we have here is a misunderstanding of the philosophy behind Bluetooth," he says, "Wireless LAN technology is for the enterprise, whereas Bluetooth is for consumer devices."
Sythoff says interoperability is inevitable. "In the long run Bluetooth will have to become interoperable [with wireless LANs], in the office and Bluetooth on the move," he says. "People don't want three different technologies. That would mean they have to buy three different things."
The large installed base means that wireless LAN technology will not be killed off completely in Sythoff's opinion. One possible solution to the problem he sees is wireless LANs moving to the 5Gz frequency spectrum, thus avoiding interoperability issues.
Although Frost & Sullivan predicts the first commercial Bluetooth products will be available in mid 2000, Sythoff believes that these are likely to be high-end devices and does not expect to see the technology entering the mainstream until 2001/2002

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