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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 165.07

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To: Ramsey Su who started this subject	8/25/2002 8:18:38 AM
From: Kent Rattey	of 196667

Gilder weighs in on the Flarion issue: Flarion is no threat to Qualcomm. It is multitone DSL in the air. So is 802.11A and G, the advanced WIFI variants. It's the same technology that the Bells use over twisted pair wires. It will be worse in the air. If you are starting a new network, it will offer more bandwidth cheaper than CDMA. But it lacks the robust voice capacity and coverage, and it will entail entirely new handset and NIC (network interface card) technology and new basestations. Despite possible advantages for fixed applications, Soma didn't choose OFDM even for portable wireless. Using adapted Qualcomm technology instead, Soma won a deal with NTT to be deployed all over Japan as the advanced portable (not mobile) wireless data solution. Think Drucker's Law. You cannot displace an entrenched technology unless you are tenfold better. Flarion may well not be better at all. Why on earth would anyone use it, except as a way for Europeans to save face at large expense? As Essex's Opera shows, CDMA itself has large upside possibilities for broadband. --GG

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