The *NEW* Frank Coluccio Technology Forum Message Board

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Technology Stocks : The *NEW* Frank Coluccio Technology Forum

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To: Frank A. Coluccio who wrote (27495)	7/23/2008 6:13:13 AM
From: axial	Read Replies (1) of 46821

Hi Frank - Agree with Rob's response, albeit from a slightly different perspective. The key point that can't be addressed for lack of time is the strategy of operators - which is by no means coherent. Ericsson sat on the Wimax/LTE fence for a long time before Wimax's encroachment on its infrastructure business, together with operator pressure forced it into belated action. It's a valid question whether Ericsson is merely postponing the inevitable - and to what extent it will profit from its delayed response. As Rob points out from a different angle, Qualcomm is playing it both ways and will likely land on its feet no matter what happens. Thought the following might be useful: --- "I have no doubt that harmonization has become a hot topic because of heightened competition between WiMAX and LTE for a role in molding development of the next generation of wireless, 4G. While I do not think the current stage of development of WiMAX or LTE qualifies as 4G, both systems are frameworks for evolution to 4G. There are several factors within wireless developments to compel harmonization. Following are some of them -Pursuit of IMT-Advanced as the path to 4G -Both existing 3G, ‘fixed' and new spectrum will be consolidated -Multiple scale and application support -Common SDR (Software Defined Radio) base stations -Common Integrated Circuits -Use of 80 percent to 90 percent common technologies -Globalization of R&D -Need for reduced cost for embedded applications & digital divide -Harmonization of wireless standards is a stated goal of 3GPP -Common ‘modular concept' for harmonization across systems --- [Emphasis added] ... Ron Resnick, president of the WiMAX Forum, has said that the harmonization between WiMAX and LTE is "really up to the operators if that's what they want to do." That is the deciding factor that will determine to what extent WiMAX and LTE harmonize within the standards groups. Make no mistake, the technologies, ICs, devices, and systems are in the process of converging. Whether this occurs harmoniously or with excess rancor is up to the industry." More: 3g4g.blogspot.com Jim

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