WiMAX & Qualcomm: OFDM Technologies for BWA Message Board

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Technology Stocks : WiMAX & Qualcomm: OFDM Technologies for BWA

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To: Eric L who wrote (57)	9/8/2005 11:04:24 AM
From: bofp	of 86

Good old Herschel - at least he gets one thing right, this acquisition was all about IPR. The prospects for large scale deployment or either 802.16e or FLASH-OFDM are fairly small. Time and scale are enormous enemies - 3G evolution will leave few crumbs on the table for these technologies. The key is 4G - we will see the standards battle to end all standards battle brewing over the next 5 years to establish advantage for the systems and devices to be deployed a decade from now. Qualcomm has used up most of its good will in 3GPP and IEEE - if it is going to be an important player in 4G, it had better have a war chest of patents that NO ONE can design around. Buying Flarion was a good move in this direction. If there really was a big global market for FLASH-OFDM now, Flarion would have gone for a lot more than $600M IMHO. BTW I had to LOL at Herschel's casual assertion of Qualcomm's "dominance" in W-CDMA chipsets.

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