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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 163.32+2.3%3:59 PM EST
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To: amseybold who wrote (26128)8/27/2002 2:17:39 PM
From: qveauriche  Read Replies (1) of 196719
 
Andy -your point about Flarion's trial with Nextel raises unsettling questions. We are having a bit of a discussion on another SI QCOM thread (Coming into Buy Range) about the suitability of OFDM for mobile systems and the consequent competitive threat it poses to CDMA. George Gilder recently weighed in with his opinion on his message board as follows:

"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

The Nextel trial suggests otherwise. Would you care to provide us with your views on the subject?
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