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

To: techlvr who wrote (115990)	3/27/2002 4:22:21 PM
From: Rob S.	Read Replies (2) \| Respond to of 152472

That' not a valid assumption imo. Why would there be any QCOM IP used in an OFDM based system? After all, basic OFDM was developed 20 years ago and has been in development by Bell Labs, (now Flarion, AWE's Angel project which was sold to Netro and many other companies that came out of that), and several other companies. The core IP used for IEEE 802.16 is OFDM and there is not a single patent or other IP claimed on it by QCOM. In the off chance that Qualcom has pertinent IP that is being used in the emerging OFDM technologies, it is likely to be a minor contribution. That being the case, it's much more likely that Qualcom would find it necessary if, as many people are coming to realize, OFDM is the way to go for 4G wireless and for "convergent wireless" as envisioned by Flarion & Cisco, to license technology from the relatively small startups developing OFDM. What's starting to hit home with the "build pseudo data network crap and they will eat it" telecommunications industry camp is that 2.5G and 3G are bankrupting strategies that will be obsoleted by true data networks and convergence. Qualcom's vision is based on voice networks. The new vision that is just starting to emerge is based on data networks with voice being a nice little contribution to a richer, no holds bared service matrix.