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

To: Dexter Lives On who wrote (116169)	3/28/2002 4:01:38 PM
From: golfinvestor	Respond to of 152472

<Dr. Viterbi is now on the BOD at Flarion and actively participating in the optimization and commercialization of their Flash-OFDM technology.> What is your vested interest in OFDM and your beloved 802.11b? You continue to dodge this question. Your not answering the question just shows you have no credibility.

To: Dexter Lives On who wrote (116169)	3/28/2002 4:05:30 PM
From: Rob S.	Respond to of 152472

Thanks Jim and Rob. I haven't followed Viterbi's activities. Interesting to see him participating at Flarion. You probably noticed that Flarion is trying to license their new FEC algorithms and their Flash-OFDM technology to others in the industry and get it incorporated into a standard. I'm not the nitty gritty expert on this but apparently there are optimizations that can be performed when melding Virterbi with OFDM. I see some very exciting congruent technologies coming together faster than I would have thought just a few months ago that will help make wireless data more capable and consumer market driven: The coming together of standards. The use of all CMOS chip sets and soon single chip radio solutions. The mass market availability of <=0.13 micron silicon on insulator ASIC and DSP fabrication. And the commercialization of cheap (less than $1) planar array antennas. MIMO or other versions of time+spatial signal differentiation and processing. And mesh networking and other flexible cell deployment and operating strategies.

To: Dexter Lives On who wrote (116169)	3/28/2002 4:50:22 PM
From: David E. Taylor	Read Replies (1) \| Respond to of 152472

rob: Dr. Viterbi is now on the BOD at Flarion and actively participating in the optimization and commercialization of their Flash-OFDM technology Enough already with this major Viterbi role you ascribe to his activities in the development and commercialization of Flarion's Flash-OFDM. So, Viterbi is on the BOD - so what? So are guys from three VC firms with equity stakes in the company: flarion.com And I note that of the major equity owners: flarion.com the Viterbi Group, which "advises and invests in startup companies, predominantly in the wireless communications and network infrastructure fields", is not one, though Cisco, who you also mention repeatedly, is. Do you know what % of Flarion Cisco owns? I haven't dug far enough to find out, though I guess the info is there somewhere. Moreover, Viterbi is not on Flarion's Technical Advisory Board: flarion.com so he doesn't have a major role there, though some guys with pretty impressive credentials are on this TAB and presumably do play a role. The big questions for Flarion - and you, as its main promoter here - and they're multi-multi billion/trillion $$/Euro/yen/yuan/won questions, are these: (1) Given the inertia we have witnessed over the last several years in competing standards development, competing technology adoptions, and large scale development and deployment of appropriate network gear and device hardware, how the heck is Flarion going to achieve their projected wireless data market share - 600 million users, 50% of voice users - by 2007/8? flarion.com (2) How the heck is Flarion going to persuade all of the carriers to junk their just-getting-off-the-ground 3G wireless data networks in which countless hundreds of billions/trillions of largely borrowed currency have already been invested? OFDM is clearly something to keep an eye on if one is a QCOM investor, but the "if we build it they will come" notion of how the best wireless data technology will somehow take the market by storm is just plain silly. As Qualcomm's experience over the past ten years has shown, it will take a long time, deep pockets, brilliant technical developments, and tons of sheer hard work and perseverance before some "new" wireless data technology will displace the 3G wireless data approaches that carriers worldwide are already well entrenched in. David T.