SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: masa who wrote (135050)8/1/2004 10:30:16 PM
From: masa  Read Replies (1) | Respond to of 152472
 
Still, it seems to me that the next step in wireless communications will be OFDM, and CDMA (and GSM) will die. By the way: I am a professional in this field.



To: masa who wrote (135050)8/2/2004 8:34:48 PM
From: Clarksterh  Read Replies (1) | Respond to of 152472
 
<<OFDM. It would make their CDMA IPR portfolio just trash >>

Hardly. For instance, OFDM as Flarion uses it almost certainly infringes QCOM patents (and so will get an injunction if it goes commercial before expiration). But I'll concede that were it to get momentum (i.e. enough dollars to get the economies of scale of CDMA or GSM or ...) that it might provide competition which probably would lower the price. But that looks unlikely. You'll have to provide some data for me to get worried:

1) Mbps/MHz of spectrum in a fully loaded system.

2) Cost per MHz for infrastructure.

...

BTW - I was at one point a professional in some portions of cell phone technology and I can tell you that many of the other professionals (like the writer of my first book on CDMA) make mistakes. Certainly I made them. Hence my asking for facts.

Clark



To: masa who wrote (135050)8/3/2004 9:45:22 AM
From: carranza2  Read Replies (3) | Respond to of 152472
 
You might have engineering experience, and might be qualified in some areas but the fact of the matter is that 3G is mostly WCDMA. Infrastructure has been ordered and placed on the assumption that WCDMA will be the preeminent 3G standard. In short, the momentum worldwide is solidly behind WCDMA, a system that will not be replaced by 4G for some time, at least a decade if not longer. OFDM is of absolutely no relevance to this dynamic.

Every WCDMA player of any consequence, and some of no consequence whatsoever, has agreed to pay Q for its IPR.

Tell us in detail why OFDM will trash Q's IPR when it appears that OFDM is of no relevance to 3G and may itself use aspects of it.

You'll excuse my cynicism, but your statement is long on conjecture and very short on facts. I never recall anyone worth listening to come to these boards, state things as boldly as you, then suggest that an NDA, etc., prevents you from providing details.