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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: Scott C. Lemon who wrote (6456)	2/19/2000 3:33:00 AM
From: rr_burns	Respond to of 12823

Scott, Regarding your question re qcomm, the best thing to do is read the press releases on the wi-lan site wi-lan.com for the dec 99, jan 00 period, and the globe article ref'd at the end of this lenghty post. Basically, yes, I believe they have taken a "hit", but it is debatable as QCOMM is a more mature organization, further along it's growth/investment path. However, the timing is extraordinary. When the Philips / Wi-lan OFDM alliance meeting came about there were also Cisco takeover/takeout rumours. That is when the first "win is the next qcom" thoughts started surfacing on the net, and since then the two companies that previously tracked almost identically for well over a year or more have moved 4 std deviations apart, at qcom's expense - per those graphs. (bollinger bands demark the "2 std dev's from the 20 day exponential moving average" line) For 802.11a this is the "authoritative" source(s) on 11a, and b. Unfortunately the standard is a "pay for" item. standards.ieee.org The chair of this comittee is a fellow from Lucent. LUcent has lots of 11b hardware out there today grouper.ieee.org If you read much on Wi-LAN you will see they have licensed their LMDS implementation to a US co. DTS. (symbol dtsx otc-bb) This is relevant: nwest.nist.gov While this is old, you will probably find browsing through the left frame of this fascinating ( see the "white paper", and "related standards") It helps put in perspective where the FCC wants to go/has gone: nwest.nist.gov Next hop over to and click on hte "first demo at CES " link (you'll want to browse there for a while) havi.org The above link is important because of philips demo at the ces and techweb.com Eventually, you will trip over the ETSI BRAN std. webapp.etsi.org helps a bit here. The important piece is that 802.11a is, at the physical level compatible with ETSI HIPERLAN/2 std for broad band wireless. From the Wi-LAN site: December brought about the first meeting of the OFDM Alliance in Santa Clara, California. At the invitation of Wi-LAN Inc. and Philips Semiconductors, 101 representatives from 60 companies worldwide met on December 2, 1999 to discuss the formation of an international technology and market development organization, called the "OFDM Alliance." OFDM, which stands for Orthogonal Frequency Division Multiplexing, is a cornerstone technology for the next generation of high-speed wireless data products and services for both corporate and consumer use. With the introduction of the IEEE 802.11a, ETSI BRAN, and multimedia applications, the wireless world is ready for products based on OFDM technology. There are some other ways of understanding this though. globetechnology.com is a news article from the globe and mail (the canadian national paper... which is debatable beside the National Post) The best place to follow the stock is on stockhouse.ca for the very latest stock news ( gets irrational at times) and Subject 19267 Where the discussion is civilized (and where I heard first about the last mile thread). Strongly recommend going through the posting history there. For more links / moderated discussion I recommend the links section of the Wi-lan yahoo club at clubs.yahoo.com where you may have to "join" (free) to view Finally, as disclosure, I own WIN shares since the 2.50 era - so my view is enthusiastically biased. Apologies on this lengthy, and perhaps disorganized post - it is hard to hit the salient points fast on this stuff. However, all of the above should get you enough key words to start your own DD with google or other preferred search engine. cheers! LONG on WIN. rr