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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: paul_philp who wrote (53153)11/22/2002 2:55:12 AM
From: JAPG  Read Replies (1) of 54805
 
Paul,

A couple of issues just to continue with our speculation thing:

1) 802.16a standard has not a final form yet, but the most important issues have moreless been defined. One of them is that it will use OFDM as a transport technology.

2) Wi-fi´s 802.11a and 802,11g also use OFDM. Therefore with little modification you can have, in the same chip, these 3 standards!!. The main difference being that you would need different radios to operate in different frequencies 2.4, 5.x GHz, etc. But as you may know, there are new software radio technologies that promise to solve this issue.

So you could use 802.11g and 802.11a indoors and 802.16a mobile outdoors or in any combination you want. Why use only one or the other if you can have all three and use them according to the circumstances?.

The issue here is that Wi-Fi and its related technologies are covering well the bases for the future and Qualcomm investors should take this into account.

IMHO Wi-Fi will be a serious challenger to present and future GSM/GPRS/CDMA/W_CDMA cellular technologies that want to branch out its voice technology into data. Wi-Fi, was born as a data technology and holds a strong hand there.

Take care,

JAPG
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