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Technology Stocks : The *NEW* Frank Coluccio Technology Forum

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To: Frank A. Coluccio who wrote (27495)	7/22/2008 6:42:46 PM
From: Rob S.	Read Replies (1) of 46821

There won't be a discernible difference because over time the two are converging both in the network and in device implementations. The standards have drawn closer together as discussed previously and will without a doubt continue to do so as they progress toward that 2nd generation mobile-unified IMT-Advanced standard implementations. Both camps are in bloody denial of the obvious.. leave it to the polarization of commercial interests to pit the camps against each other until they can no longer deny the inevitable. Ericsson has no choice but to resist the WiMAX effort: What does WiMAX represent but a shift to a commercial environment that is much more like the IT/Networking environment in which Ericsson is a minor player. E has never been complicit with WiMAX and anyone who thinks they would change horses until forced by circumstances to dismount their 3G steed is mistaken. E will lose market share at the sake of open IP Ethernet-like distributed wireless and growth of the China-India sphere of influence. E is trying to circumvent this by partnering with China's leading companies including state owned enterprises and government standards developments that will see China's TD-SCDMA converted/disowned to become TDD-LTE. This topic goes deep into areas I can't discuss. "What Intel is to WiMAX, Ericsson is to LTE, which stands for Long Term Evolution. As its name suggests, it is meant to be an update to today’s mobile-network technology. This makes it attractive not just to Ericsson, the world’s biggest maker of such gear, but also to other vendors and to most mobile operators: they can build on their existing investments. Another member of the LTE camp is Qualcomm, an American chip maker that owns vital chunks of intellectual property in wireless telecoms." This misconstrues what is taking place. Intel isn't an infrastructure company and Ericsson has far less of a position in MIMO-AAS-OFDMA suite of technology developments and extension into smart distributed networking environments than they have in current CDMA wireless. Here is what E will do: resist, resist, resist.. and then admit and join in. They will take part in what the market wants.. they have said so much over the years. E participated in 802.16 and pulled away to work on LTE when they saw that the OFDMA technologies would make a better choice for the next generation of mobile-unified FMC platforms. They did not want to join WiMAX efforts to become the mobile-unified standard because that would leave them in the thick of open competition. If these fellow human idiots were totally honest they would admit this as being blatantly obvious and inevitable. But nobody can expect them to do so before they have to do so. Qualcomm is working on LTE+WiMAX products as I write this. They are not likely to admit this other than to continue to say that they will keep their options open and supply what the market wants. Q has top design capabilities, particularly in multi-band and multi-mode chips and systems. Just wait to see what happens over the next 18-24 months.

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