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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: Hobie1Kenobe who wrote (32754)2/24/2002 10:51:58 PM
From: mishedlo  Read Replies (3) of 99280
 
Barron's this weekend....I thought QCOM's CDMA patents would hold for W-CDMA 3G......is the technology described in this article different than 3G?
Q: Isn't there anything positive to say? Anything on the horizon?
Cleland: The FCC authorized a truly revolutionary technology on Valentine's Day, ultrawide band. This is Star Trek stuff. It has enormous and wide-reaching applications. This technology has been buried in the FCC for three years. And Chairman Powell and Commerce Secretary Evans twisted arms to get it to market. Because it is so revolutionary and it is so different from normal wireless technology, we think most people simply aren't aware of it or don't get it.

Q: How does it work, and how would it affect an average consumer?
Cleland: It allows for all sorts of consumer applications such as monitoring and remote sensing.

Whyman: But the big application is for short-distance wireless devices because it has a lot more bandwidth and uses much less energy. You can conceive of wireless local laptops that you can walk around the office with.

Q: Does it threaten existing technology?
Cleland: It is a very disruptive technology. Blue Tooth and 80211B are at risk. I can't believe I got that acronym right.

Q: That was good. But how is this good for the industry right now?
Cleland: The positive is, this is a new technology that will have a very steep demand curve. However, it is going to take awhile to roll it out. And while the FCC authorized it, it's taking a cautious stance, because of concerns by competitors that this new technology would create dangerous interference. Competitors like Qualcomm and Sprint PCS didn't want it to get out of the regulatory crib. It is a whole new technology that will trigger a whole new set of applications we haven't thought about before. It's a better technology and better standard and it will open them up to more competition.

Perhaps this is affecting QCOM
Speculation on my part since this seems to be short distance applications but remember that QCOM fanatacs thought QCOM was the answer to every wireless application.
At its peak, I read that QCOM was priced as if every person on the planet would be buying a QCOM phone. The "answer" at the time was all the other wireless applications.

Now perhaps QCOM is related to grown in phones which is dead.

Comments appreciated.
Not really close enough to do anything but speculate, but clearly the market has a big problem with QCOM right now.

M
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