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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: paul_philp who wrote (53084)11/20/2002 5:47:02 PM
From: Jim Mullens  Read Replies (1) of 54805
 
Paul, you wrote- “ My conclusion is that neither WiFi nor CDMA is sufficient for this level of ubiquity. Eventually, spread spectrum technologies will be the likely pervasive wireless technology. However, there is a long and healthy market to be won between now and then.”

Qualcomm has stated several times in their presentations that they feel WiFi is complimentary to CDMA and that they will be integrating WiFi into their chipsets as well as bluetooth. Just this past week Qualcomm issued a PR stating that it licensed USB on-the-go technology from TransDimensional. Wireless handsets using Qualcomm’s chipsets that incorporate the OTG technology will enable access to a multitude of existing USB devices (printers, digital cameras, keyboards, etc) directly from the handset. Monet is current offering low-cost ($30/mo) high-speed (2.4Meg) internet access using CDMA2000 1X Ev-Do. Verizon is in trials with the same.

When fully commercialized, the Qualcomm equipped handset will have it all and should be able to select the most efficient/economical connection (carrier or WiFI) for the subscriber transparently. Qualcomm’s CDMA is the enabler for mobile and portable wireless connectivity.

Jim
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