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To: pheilman_ who wrote (104131)	9/8/2001 4:28:50 AM
From: Maurice Winn	Read Replies (2) \| Respond to of 152472

Paul, <As far as something "better, cheaper, faster" than CDMA, not easy. OFDM seems like a nice idea, works great on phone lines, but that is a different problem, stable, narrow channel and a lot of processing power available.> There was a new chip announced [Si GaAs combo]. <<Motorola unveils 'revolutionary' superfast microchip technology news.independent.co.uk "These new chips could run at more than 70Ghz, compared with the 2Ghz speed of the best current chips. It has not been possible, until now, to combine silicon with III-V materials – such as gallium arsenide and indium phosphide – as their crystalline structures did not match up and they could not be successfully bonded." > > 70GHz is presumably fast enough to handle some OFDM orthogonality. If not, then there seem to be continual improvements in processing power which will make OFDM easy enough [sometime]. My guess is that OFDM will be brought into the Q! realm and integrated into Q! ASICs and radioOne multimode, multiband gadgets. What do you think? Any chance of OFDM going mobile by 2010? Mqurice

To: pheilman_ who wrote (104131)	9/8/2001 1:02:59 PM
From: pass pass	Read Replies (5) \| Respond to of 152472

So you are saying CDMA is the end of wireless PHY? That's a bit arrogant, don't you think? As for cell phone usage, the quality has a lot to do with the carrier's willingness to deploy. I personally used Sprint (CDMA), Verizon (CDMA) and ATT (IS136), had indirect exposure to Cingular (GSM). ATT is the best in terms of quality vs fee. Having one company controlling the majority of IP of a technology will inevitably drive the network cost high. Maybe that's why Sprint service is so poor that there are class action lawsuits being prepared. There is no doubt cell phone industry has great potentials, but I question QCOM's valuation at this point: $40 Billion market cap, x16 P/S. Someone claimed QCOM is comparable to MSFT. That's laughable, but even MSFT who owns low end OS of the world only has a P/S of 12 and $30 Billion cash and the software industry is in far better shape than telecom.