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To: Maurice Winn who wrote (3382)	11/18/1999 10:56:00 AM
From: RoseCampion	Read Replies (2) \| Respond to of 13582

Furthermore, the bandwidth efficiency (complexity of the modulation scheme) supported by mobile wireless is not that high (I have not looked at the details of the HDR system, but am assuming that it uses QPSK which carries 2 bits/Hz/sec). By comparison MMDS has 120MHz to work with. The professor has forgotten more about RF than I will ever know, but still,doesn't CDMA (specifically HDR and/or the WLL versions of CDMA2000) use something 'better' than QPSK for a modulation scheme, something that gives is considerably better than 2/bits/hz/sec? If so then his conclusions are not quite as one-sided vis-a-vis VOFDM's superiority over CDMA for WLL applications. Someone please correct me if I've got this wrong. -Rose-

To: Maurice Winn who wrote (3382)	11/18/1999 11:06:00 AM
From: Boplicity	Read Replies (2) \| Respond to of 13582

I have a question about Cisco's VOFDM. Yes on paper VOFDM looks good? Have they done trials? Do they have silicon, equipment, ready to role, or this still in the lab ? Who is going to deploy it? Who has the national foot print and the spectrum to do it? How much of the infrastructure is in place? How fast can it happen? Who is going to pay to make it happen? Who are the players? greg

To: Maurice Winn who wrote (3382)	11/18/1999 11:54:00 AM
From: cfoe	Read Replies (2) \| Respond to of 13582

Microsoft/Qualcomm/Freetel rampaging around the world with HDR will give a bit of incentive for the chickens who worry that there is no WWeb market to start laying eggs. Qualcomm is wisely resolving the chicken and egg problem by putting a big HDR chicken in Korea. The above reminds me of something Clayton Christensen (The Innovators' Dilemma)stated emphatically at the DI conference last week. He said that the challenge for a disruptive technology (and CDMA wireless is definitely such) is mainly a MARKETING challenge, not a technology challenge. In fact, he said that if he were to write the book now, given what he has learned since, he would have put much more emphasis on the marketing of a disruptive technology. I think your comment about QCOM's investment Freetel points in that direction. That this is a "marketing" investment and not a technology investment. Comments?