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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: rudedog who wrote (148881)	12/9/1999 4:40:00 PM
From: D.J.Smyth	Read Replies (2) \| Respond to of 176387

rude "And those companies developed and own the base technology" but CPQ's current wireless technology is based on the international standards of TDMA & GSM (time division multiple access) coding. I believe 85% of the current digital wireless world runs on TDMA and GSM which is a more open and European form of TDMA. TDMA, in it's current CPQ architectural format, though, isn't designed for broadband data transmission. Thus, any CPQ wireless device sitting on your desk transfers/receives data at a maximum speed of 64kbps (they have 128kbps on the design block), with most current systems running at 14kbps - hardly able to adequately receive streaming data and/or video. TDMA based designs can get up to 10mbps by using TDD (Time Division Duplexing) methodology, but CPQ has nothing engineered in TDD. [subnote: CPQ, by the way, "borrowed" TDMA based software designs from ERICY, designs which ERICY didn't own but rather claimed as "open" (any one can use them) - but one company is claiming ownership of the software and is sueing ERICY over it (symbol IDC); so if this company wins against ERICY (trial next year), CPQ, who has been significantly involved in TDMA Pci bus architecture and sublicensing may end up owning this company several million (if ERICY loses the estimate is 1/2 a billion ERICY will owe this company or so according to an estimate given at telecomtechstocks.com] Don't you think it's possible Dell's intransigence in this sector has been that they reviewed the TDMA based issues and have not justified ownership yet relative to current design creation? Don't you think they've been rightfully waiting for the ITU to standardize CDMA and TDMA designs under the latest 3g talks? I know CPQ has wireless systems operating in Europe on GSM architecture designed by CPQ. But, all those systems will eventually need to change in order to comply with 3g. Dell's line has been to develop along with the newer Qcom and IDC (NTT, NOK, et. al) 3g CDMA technology (3G being CDMA2000 and WCDMA). they are also reviewing TDMA based prototypes produced by Lucent and TI based DSPs which are 3g compliant; BUT, in conjunction with reviewing rightful ownership of TDMA and full exposure there. For whatever reason they've waited for standards groups to come to a consensus. The wireless demand is just breaking out. Dell needs only ONE significant agreement - say with Nokia - to step ahead of the pack (for all necessary wireless formats, dsps, CDMA agreements, etc.). If Dell can't get an agreement with NOK or NTT for inclusion of their WCDMA based designs into Dell's systems, then... we'll need to reaccess our investment in Dell. Currently, though, all signs lead home in that Dell will get an agreement either through NOK or NTT (LU and CSCO are working on their own projects, but nonetheless creditble); they could also use QCOM or IDC for necessary software and dsps. Telco analysts have stated that ERICY is running about a year behind NOK and NTT (by European standards - whether you like to here that or not). An agreement with NOK is important because they are building a "bridge" from GSM to W-CDMA. This "bridge" or "bi-modal" phone will probably meet 85% of the current mobile market. (whoever "owns" this bridge or its parts - phone.com is part of that bridge, will be wildly successful - NOK believes IDC, Qcom and others play a part in this bridge, as does the ITU for that matter).