Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.58

-1.2%

3:59 PM EST

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To: Dexter Lives On who wrote (129418)	5/29/2003 2:49:58 PM
From: mozek	Read Replies (1) of 152472

I was thinking all WiFi and WiMax (802.11b/g as well as 802.11a and 802.16) when referring to OFDM. My error. The overinvestment I believe is taking / will take place refers to both the hotspot model we see today and 802.16 expectations. As far as 802.16 for the MAN, why would it make sense as a dominant technology if CDMA at reasonable data rates can reach most everyone? I don't believe in its use as a backhaul technology, except in desperation. Wired infrastructure should always be better than wireless for that. Most homes and businesses already have cable/DSL available, and while 802.16 will probably make a nice alternative, it will require buildout to get decent reach/individual bandwidth and someone's got to fund that. IMO, it may not be the boon that proponents are touting. On the other hand, I'm sure that a number of deep pockets without control over any significant service delivery networks will invest to help it succeed in any way possible. It would most likely be best for companies that have an interest in preventing cell phones from evolving to fill holes left by disconnected PCs (Intel,etc.). I certainly do not feel conclusive in my thoughts on the subject, so I'll think about it some more. JMO of course... I see that you used JMHO. Hopefully, you can take this in the spirit meant... this thread would be more informative and potentially educating to all if you really could express your opinions with a little more humility. I believe you have value to offer, but your seemingly intense negativity towards Qualcomm as well as others on the board seems over the top. No need to respond, but I hope you consider it. Thanks, Mike

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