WiMAX & Qualcomm: OFDM Technologies for BWA Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : WiMAX & Qualcomm: OFDM Technologies for BWA

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: kyungha who wrote (10)	8/21/2005 12:01:30 PM
From: Eric L	Read Replies (4) of 86

QUALCOMM & TI/QUALCOMM v. TI kyungha, << Thank you, Eric, for your time and interest in inforcating<g> those who are not well updated. >> You're welcome. Infocating. That's a good word. <g> Count me in the pack of those that are not particularly well updated on OFDM based technologies for BWA. I've followed WiMAX (and F-OFDM) more passively than actively up until QUALCOMM's acquisition of Flarion. As we come close to the certification and commercialization of standards compliant 802.16 technologies it's probably an appropriate time to start paying closer attention. As applied to wireless broadband access OFDM is a discontinuous innovation and has the potential to be a disruptive technology even though they won't disrupt mobile wireless telephony in this decade. << QCOM seems to have advantage and will win. >> I don't know about that but they are certainly a player and I consider their Flarion investment to be the best investment they have ever made -- other than their investment of time and resources since 1989 in developing CDMA based mobile wireless technology. building a bulletproof patent portfolio around it, and developing a value chain around their particular implementation of CDMA. << Where is TXN in the equation, any potential to upset the game? >> I don't see TI as having a potential to upset the game. I do see them benefitting from the maturation of OFDM based wireless technologies where they have a significant head start on QUALCOMM in semiconductor development for WLAN, WiMAX, F-OFDM, and DVB-H. QUALCOMM's been a one-trick pony and although they are trying to branch out into 3GSM UMTS (WCDMA) they have essentially only successfully produced wireless ICs for their own cdmaOne/CDMA2000 ecosystem while TI is much more versatile. Since you brought it up I'll devote the next several posts to TI in the OFDM based BWA game starting with the fact that QUALCOMM's Flarion will have "TI Inside." Best, - Eric -

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next