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

To: gdichaz who wrote (53091)	11/20/2002 7:47:23 PM
From: paul_philp	Read Replies (1) \| Respond to of 54805

Cha2, Let me be more precise. There is a 2D matrix for applications (low to high data intesity, low to high ubiquity). By 'wireless data' I mean data-intensive applications that don't require ubiquity or mobility. These are mostly linear extrapolations from what we do today on a laptop or desktop computer connected to the Internet. By 'data-enabled cell phones' I mean low data intensity, high ubiquity applications. By and large, I think these will be new applications (i-mode was a good example). This is coarse grained but I think mostly accurate. I see the first as the domain of WiFi and the second as the domain of CDMA. There will be some cross over in the middle but most of the action will be at the edges. I see no controversy at this point. At some point in the future high data intesity and high ubiquity applications will develop. My feeling is that some form of spread spectrum technolog will be needed then but that is too far beyond my prediction threshold so I remain unsure and curious. In the mean time, there is plenty of market for the different types of applications. WiFi is a sustaining technology with an open architecture. History favours incumbancy. I like Broadcom because they have a proven ability to design, build and sell the highly integrated chips that will be needed. Paul