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


To: MikeM54321 who wrote (8468)9/13/2000 9:17:25 AM
From: David Klein  Read Replies (1) | Respond to of 12823
 
...I'm still lost on why anyone thinks the market for WLL(narrowband voice) would be of significance in the US...

As you know there are billions to be saved in fees from bypassing the bells. Also, data can be transmitted, look at Palm pilot and it will not be long until these data speeds pass what regular old copper can transmit. (2.5G, 3G EDGE etc.) Pricing is key here.

...I can see this making more sense in third world countries... Agreed.

...and QCOM, a few years back(five or six), had a huge push to get into WLL...
There was no market then, I believe this market is just starting.

...If they dropped the program, I'm sure something didn't check out...
Didn't they get out of some or all of their cell phone manufacturing business? Anyway remember that Telular owns the patents for generating (very inexpensive) dialtone at the FWT so QCOM had to use Telular's technology.
Below is part of the announcement a few years back so it is not surprising that QCOM exited this business.
telular.com
Telular Corporation (Nasdaq:WRLS) today announced an agreement with QUALCOMM Incorporated (Nasdaq: QCOM)to supply Telular's patented interface card for QUALCOMM's Fixed Wireless Terminals (FWT).

If I find out more I will let you know (I wish I knew who these big players are Telular is talking about in the US). It seems that everyone is looking at proprietary fixed wireless and ignoring the huge market potential for low cost residential WLL service that is just starting not only here but overseas as well. Of course there may be a very good reason why people are ignoring it but I think they are missing a large opportunity.