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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 6:18:04 AM
From: Stock Farmer	Read Replies (1) of 54805

Yes. The problem facing 802.16 is that there will be millions of 802.11 enabdled devices. I can see 802.16 being the 'wireless backbone MAN' but client site adoption seems unlikely unless 802.11X fails and 802.16 can fix the fatal flaw. There once were millions of AMPS cell phones out there too and CDMA was an inferior technology when judged against ubiquity of coverage etc. etc. Seems to me that OFDM is capable of doing to CDMA (and thus QCOM) what CDMA has done with AMPS. A sort of "innovator's dillema" in real-time IMHO. Substitution is the most insidious kind of competition, 'cause most of the time you don't even see it coming. John

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