Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: limtex who wrote (52028)	11/30/1999 10:39:00 AM
From: Jill	Read Replies (1) \| Respond to of 152472

I'm taking the liberty to post here Justin's answer to me about CSCO/QCOM over on the G&K thread. Any and all please respond. Jill I just finished a group report tonight on wireless networks, including a section on VOFDM (Cisco's proposed standard). In gorilla terms, I really see CSCO flexing their muscles on this one to get an open standard out into the market. Rather un-gorilla like, however, they are practically giving this technology away. I trust their judgement, however, on making the business decision to go ahead with releasing the standard for everyone to use. After all, if it is accepted in the marketplace, Cisco could be a big beneficiary, as they are one of the only companies to have a product to support it! Some thoughts: 1.) It is different in HDR in that it is a FIXED wireless standard and it is being developed to support voice, video, and data over its lines (HDR is only for data). 2.) It is much much cheaper than fibre lines (especially to the house!!). 3.) VOFDM cards plug right into routers, which make it pretty cheap for carriers to offer the wireless service. 4.) VOFDM is a solution for companies wishing to offer broadband to the home/office without having to use local competitive loops to access them (i.e. cable and copper lines). 5.) Line of sight is not required, which means that the waves bounce off other buildings and trees and such to arrive at its destination 6.) Can reach customers as far as 30 miles away (compared to DSL's 3 mile range, I think). FWIW, I am quite curious to see what happens with this technology! BWDIK, Justin

To: limtex who wrote (52028)	11/30/1999 8:06:00 PM
From: 100cfm	Read Replies (1) \| Respond to of 152472

L you have it exactly right. you are a perfect example, you can't get dsl, so what would you rather have, cisco's fixed internet access or Q's mobile wireless for the same money that you use on the road, in the office or at home. i don't see where there's even a question which one people would prefer. once the pdq is slimmed down and it can run microsoft applications,and is bluetooth enabled, why would you go with anything else. Q will offer the best of all worlds in a portable device. the only concern i would have is that i would not like to see cisco beat us to market. i would like to see hdr out first. but as another poster has said cisco can't just add water and have a complete wireless infrastructure in place. so i don't think we have much to worry about. and i'll keep saying it, you don't give away a technology if it's killer, cisco knows it's not thats why it's free. also always remember the words that one of the jacobs used (can't remember if it was dr. j or paul) but one of them said that cisco would be a customer not a competitor. if they don't view them as competition then niether should we. 100