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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: carranza2 who wrote (115786)3/19/2002 9:41:51 AM
From: Dexter Lives On  Read Replies (1) | Respond to of 152472
 
Lucent needs cash desperately - Cisco plans 4 acquisitions in next 2 quarters (see their latest SEC filing) - Flarion needs marketing clout (see Sprint and Verizon strategic partnerhips with Cisco - full technical evaluations of and recommendations for their All IP networks).

Draw your own conclusions...

Rob

BTW Flarion is not a WLAN technology or fixed wireless, it is fully mobile WWAN in the same spectrum as other cellular tech - it just happens to integrate very smoothly with WLAN, yet one more advantage!



To: carranza2 who wrote (115786)3/19/2002 1:18:34 PM
From: David E. Taylor  Respond to of 152472
 
c2:

Flarion's current "wet dream" forecast is here:

flarion.com

It shows Flarion's flash-OFDM mobile data technology taking off in 2004 - just when WCDMA/UMTS/GSM3 is projected to be gaining its own traction in GSM lands near and far - and that Flarion's data technology will be serving 600 million users by 2008, around 50% of their projected 1.2 billion wireless voice subs worldwide at that time.

Given that Qualcomm has been plugging away at this for 10 years now with the big payoff just beginning, I'd say the odds of this Flarion projection coming true in under 4 years are vanishingly small.

Not to knock anything coming out of Bell labs of course. It would be foolish to act like an ostrich with its head in the sand and ignore OFDM, WLAN, and other similar kinds of developments. But there's a certain amount of wireless carrier and equipment provider entrenched investment and turf protecting that stands in the way of the deployment of supposedly superior technology.

David T.