Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Larry S. who wrote (50464)	2/23/2002 11:53:56 AM
From: gdichaz	Read Replies (3) \| Respond to of 54805

Larry: The section you cite caught my attention also because almost all of the "telecom" discussion was focused on wireline and wireline companies (with cable also covered). It was as if wireless (except for satellite TV delivery) is not "telecom". What was missing in the gloom and doom is that is that one of the major reasons wireline is in such difficulty is that wireless is eating its lunch on voice and is killing its long distance business which was a major source of earnings. On the specific section you picked out, the words themselves are accurate as far as they go, but.... The major concern Qualcomm and Sprint PCS had was that ultrawideband could damage CDMA efficiency through interference. That at least is avoided below 3.1. But the implication is that the Q and Sprint feared competition from this technology. In reality ultrawideband is competitive with Bluetooth and 802.11 for short distance interconnections. So Qualcomm for example would put it in its chips and software as it does now for Bluetooth and/or 802.11 when and if it turns out to be a practical alternative to either or both of them. No way is this a substitute for CDMA wireless as such. If successful, it could make CDMA wireless more useful by making connections among devices easier over short distances. Best. Cha2