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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: laodeng who wrote (6420)	1/23/2001 1:20:14 PM
From: dan_oz	Respond to of 197041

Thanks, Laodeng. I'd have to say that with this news, people are going to take new competion for CDMA much more seriously. Here is a Nov 27 response from George Gilder on the threat of OFDM. I'm wondering what he's thinking now. Orthogonal Frequency Division means almost nothing. It applies, for example, to the original AMPS analog system. In this case it is enhanced by digitization and "flash" (ie fast) signal processing to allow low latency communications. All I can say is that at very best they are a year behind Qualcomm's HDR, which has the considerable virtue of existing already, and which also uses orthogonal frequency bands (separated in time and space) and is also being upgraded to allow transactional data with lower latencies. I suspect that like EDGE--which is already backpedaling from claims of joining mobility with multimedia--Flarion will end up as a wireless local loop provider that is either mobile or multimedia (voice and data) but not all at once. As far as I can see, after all the political postures and machinations are over, this battle will be settled by the engineers and that the paradigm will prevail. That is, some dynamic combination of CDMA 2000 with HDR and Globalstar will become the winner. I would love to see the Ford alliance bring it to market, but as yet I have no indication that Globalstar is in the picture there (though Qualcomm did not deny that it might well fit). --GG

To: laodeng who wrote (6420)	1/23/2001 1:31:46 PM
From: foundation	Read Replies (5) \| Respond to of 197041

Flarion gets Dr.V on board ---------- Interesting - and curious.... Q has no apparent involvement in OFDM - a technology touted as possible successor to CDMA related technologies. So one might expect Flarion to be viewed as hostile to Q's vested interests... All of Q's challengers - NOK, MOT, ERICY, Alcatel, Infineon are involved in the OFDM Forum (also Samsung) ofdm-forum.com I perceive OFDM (Wide-band Orthogonal Frequency Division Multiplexing) as perhaps the only profound technology threat to Q IP for 4G... Has anyone seen any Q patent applications for OFDM, or know of ongoing research? Q is definitely not participating in the OFDM Forum. What might Dr. V's participation imply? Rather disturbing to me.....

To: laodeng who wrote (6420)	1/23/2001 1:48:13 PM
From: arun gera	Respond to of 197041

For whatever it is worth, Rajiv Laroia, the CTO of Flarion, was a year senior to me at Indian Institute of Technology (alumni include Vinod Khosla of Kleiner Perkins and Sun Microsystems). Was at the top of the class. My contacts at Bell labs also vouch for his strength in the OFDM field. Arun >>"Andy's vision and technology leadership has had a profound impact on the wireless industry," said Rajiv Laroia, founder and CTO of Flarion Technologies. "His contributions will help Flarion strengthen our presence in the market and help our technology realize its full potential. ">>