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Technology Stocks : George Gilder - Forbes ASAP

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To: George Gilder who wrote (898)2/4/1999 12:22:00 PM
From: D.J.Smyth  Read Replies (1) of 5853
 
George, why does Golden Technology think so poorly of QCOM's version of CDMA as a 3G replacement, instead choosing WP-CDMA (it's clear GT belongs to the ITU consortium of AT&T, Golden, et al. promoting WP-CDMA, so they have a vested interest in WP-CDMA). I know what they've and others have stated, but was wondering if you had an opinion on the issue (one of their many complaints re QCOM's CDMA protocol was moving from 3G to 4G becomes problematic due to problems associated with real-time video stream). It appears that Europe and Asia are moving in support of a form of WP-CDMA, as you mentioned in an earlier post. Golden, which hopes to come public later this year, proposes that they're already working on 4G. They state that AT&T chose Golden as their technology assists AT&T in bypassing QCOM's IPR for 3G (and it is more cost effective).

I also found it interesting that CSCO purchased Clarity Wireless, which according to Cisco, developed a method of information transfer that was less affected by multi-path fading (also a complaint that others have expressed about QCOM's CDMA).

I've enjoyed your newsletter.
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