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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: justwhatuwant who wrote (15581)	6/20/2004 1:10:31 PM
From: glenn_a	Respond to of 110194

justwhatuwant. Don't want to get into to significant a conversation as this isn't really the forum to discuss. If you wish to PM me I'd be happy to discuss. But I don't agree with your assessment re: 4G. Briefly, here's my angle: 4G will deploy in stages. First stage: the volume production of "fixed wireless" WiMAX certified SoC's, which should starting appearing in volume in the first half of 2005 - both base station and CPE equipment, which are both required for WiMAX system certification. This will significantly change the business model for fixed wireless service for 4G services. My bet is that WiLAN/Fujitsu are first to market with a WiMAX-compliant SoC. Engineering samples are expected this fall, with commercial production in 2005. I don't think Intel will be able to get there first. Then, sometime in 2006, look for cost-reduced 802.16e products that support mobile WiMAX. This class of service will leave 3G in the dust IMO. Industry momentum behind WiMAX is very strong, as indicated by industry participation in recent IEEE 802.16 sessions. JIMHO. Regards, Glenn