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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

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To: Scott C. Lemon who wrote (6434)2/17/2000 5:45:00 PM
From: rr_burns  Read Replies (1) of 12823
 
Scott, Ray re 802.11a vs 11b

I think you need to examine your understanding of the specifications. The 11a spec takes you to 54 Mbps...
and when it is placed underneath the ieee 1394 multimedia spec you get the philips multimedia set top boxes ( dual streaming audio/video (2 way videophone, or two concurrent "movies" , plus additional 2Mbps channels for further voice i.e. 3g cell phone bandwidth.)

They demo'd this last year ,and again in Jan at the consumer electronics show in vegas. These were reference designs - similarly avialable for a relatively small licence fee.

If you like the above description, then you need to (re)visit the Wi-lan site, and learn a bit about their strategy(s).

I frankly don't follow the intellectual property view that you were discussing. ( I don't understand exactly what you guys were saying).

The economic world does work well on the basis of core intellectual property being cheaply shared. This is true in cell phones, most printers since the laser printer, automotive components (bosch has a "lock" on fuel injection systems), and many kitchen appliances. To think otherwise is (imho) a bit bizarre.

On the cell phone in particular, qualcomm has the patent / ip rights on "cdma". It is very interesting to compare the
stock charts for qcom and WIN esp. since Dec when Cisco and Win had their litle dustup.

It sure looks like some big money moved out of QCOM. when they looked at the details.

Here is a link where I last saw this discussed:

eng.stockhouse.com.hk

Then this...

eng.stockhouse.com.hk

When you look at these you'll see that the qcom line (purple) touched the WI-LAN line right at the time of the whole Cisco / wi-lan takeover "our ofdm is better than yours" fracas in December. Since then Qcom has been soft, and if you read SI:qcom you'll see a lot of shareholders saying "what's going on?".

The bollinger bands are relevant because they define standards of deviation from a trailing price. QCOM went out the sidedoor a month or so ago...

If the logic of patents holds no weight for you, perhaps the associative synchronicity of these events will catch your eye.

Cheers!
rr
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