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

To: Dexter Lives On who wrote (129418)	5/29/2003 12:24:28 PM
From: Dexter Lives On	Respond to of 152472

Along the same lines... <font color=RoyalBlue>WiMAX growth could outshine Wi-Fi’s as Intel promises chipsets </font> Published: Thursday 22 May, 2003 Intel has come down off the fence and said it will develop a Centrino-like chipset bundle for the long distance WiMAX standard, 802.16. Improvements in battery technology would make a WiMAX PC wholly usable by the end of the year, said Intel sources, and the product is likely to debut early next year, though no official timescales have been revealed. Intel’s move and its overall support for WiMAX mean that the standard could achieve a mass market more rapidly than Wi-Fi did. In the late 1990s, most mainstream chip suppliers ignored the emerging 802.11b technology, because of a potential market size that was perceived to be niche, and it only really took off in 2002. WiMAX is likely to have a steeper ramp-up, because of the enormous interest in wireless and the potential to bring broadband delivery and long distance connections to the laptop and even, with the mobile ‘e’ version of the standard, to the smartphone. WiMAX is the class act of the wireless world, filling in most of Wi-Fi’s still yawning gaps. Not just because it is optimized for broadband operation in the metropolitan area, but also because it features Quality of Service support, enterprise class security and incorporation of mesh and smart antenna support that makes it a natural for the broadband ‘last mile’. All these improvements, incidentally, are slated to be copied for introduction into the 802.11x Wi-Fi standards in the future. In about one year, products based on the fixed version of the standard, 802.16a, will have achieved price/performance levels appropriate to the mass market and predictions by Visant Strategies are that this variant of the specification will break the $1bn revenue barrier in 2008, with a major growth spurt from 2006. Intel’s early introduction of WiMAX Centrinos and Nokia’s support for 802.16e as a growth path to 4G, may well make these timelines prove conservative. First adoption of WiMAX is expected to be by service providers or enterprises seeking to extend hotspots and outdoor or private networks. rethinkresearch.biz

To: Dexter Lives On who wrote (129418)	5/29/2003 2:49:58 PM
From: mozek	Read Replies (1) \| Respond to of 152472

I was thinking all WiFi and WiMax (802.11b/g as well as 802.11a and 802.16) when referring to OFDM. My error. The overinvestment I believe is taking / will take place refers to both the hotspot model we see today and 802.16 expectations. As far as 802.16 for the MAN, why would it make sense as a dominant technology if CDMA at reasonable data rates can reach most everyone? I don't believe in its use as a backhaul technology, except in desperation. Wired infrastructure should always be better than wireless for that. Most homes and businesses already have cable/DSL available, and while 802.16 will probably make a nice alternative, it will require buildout to get decent reach/individual bandwidth and someone's got to fund that. IMO, it may not be the boon that proponents are touting. On the other hand, I'm sure that a number of deep pockets without control over any significant service delivery networks will invest to help it succeed in any way possible. It would most likely be best for companies that have an interest in preventing cell phones from evolving to fill holes left by disconnected PCs (Intel,etc.). I certainly do not feel conclusive in my thoughts on the subject, so I'll think about it some more. JMO of course... I see that you used JMHO. Hopefully, you can take this in the spirit meant... this thread would be more informative and potentially educating to all if you really could express your opinions with a little more humility. I believe you have value to offer, but your seemingly intense negativity towards Qualcomm as well as others on the board seems over the top. No need to respond, but I hope you consider it. Thanks, Mike