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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (2698)	10/26/1999 10:01:00 AM
From: slacker711	Read Replies (2) \| Respond to of 13582

What is a little disturbing about Cisco's announcement is that they were one of the announced partners for the HDR trials. From the little information that has been announced, it would seem like this would be direct competition to HDR. Of course, press releases and actual product are two entirely different things. Slacker

To: Boplicity who wrote (2698)	10/26/1999 10:08:00 AM
From: quidditch	Read Replies (2) \| Respond to of 13582

Greg, not sure I quite understand where you are coming from. Q has never had IPR covering all forms or even most forms of point-point or LMDS and MMDS wireless. The wireless broadband vendors such as WCII, NXLK and TGNT do not employ CDMA. While the CSCO-MOT et. al consortium may pose direct competition for HDR, HDR will still be a valuable medium in that it can combine mobile and to the home wireless access to the web. There will be many who use their combined use web access device (i.e., combined = wireless + use at home) as their primary device. BRCM's participation with CSCO bodes well for the new consortium, though the participants are not going to trumpet the new technology's shortcomings just yet.

To: Boplicity who wrote (2698)	10/26/1999 10:48:00 AM
From: qdog	Read Replies (2) \| Respond to of 13582

Yawn...... Not like this hasn't been pointed out before, there are other solutions in the wireless world that isn't QCOM, but the only way you make a PermaBull understand it is to whack them over the head with a sledge hammer. Qualcomm Rulz Da World, never is going to happen. There are constant technological changes and changes in consumer demand. Having said that, the hog trough is REALLY BIG and QCOM will be rooting in it just like many others.

To: Boplicity who wrote (2698)	10/26/1999 11:40:00 AM
From: Sawtooth	Respond to of 13582

Sure would be most interesting to get Gregg Powers' viewpoint on the Csco - VOFDM effort. Gregg, are you out there?

To: Boplicity who wrote (2698)	10/26/1999 6:26:00 PM
From: limtex	Read Replies (1) \| Respond to of 13582

GM - Cisco Systems, Inc., the worldwide leader in networking for the Internet, today announced that it is joining forces with 10 leading companies to drive open standards for broadband wireless Internet services. Founding partners in this new wireless standards-based partnership include wireless equipment and integration leader Motorola; advanced silicon solutions leader Broadcom Corporation; worldwide leader in DSP and analog, Texas Instruments; consumer electronics leaders Samsung, Toshiba and Pace Micro Technology; and technology and integration leaders Bechtel Telecommunications, KPMG Consulting, LCC International and EDS Correct me if I'm wrong but this looks very much to me like a consortium that will produce the kind of equipment that would be used by companies such as WCII, TGNT and ARTT as well as the RBOCS who want to get into Fixed Base Broadband Wireless. All the language is Fixed Base type language. BTW isn't Samsung a Q licensee? Best regards, L