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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: slacker711 who wrote (44190)	1/17/2005 10:12:35 AM
From: Eric L	Respond to of 197155

WWiSE (v. TGn Sync) << I'm guessing that the Qualcomm representative breaks out in hives every time the topic is even brought up <g>... >> ... that and collaborating with STMicro and Texas Instruments - Eric -

To: slacker711 who wrote (44190)	1/17/2005 10:14:44 AM
From: carranza2	Read Replies (1) \| Respond to of 197155

It looks like it was an easy choice about which standard to support....WWiSE was requiring a RAND-Z (Reasonable and Non-discriminatory zero royalty) policy I guess so. The top technical [and administrative] guys at Airgo assigned all of their patents to Cisco, who is not part of WWiSE. The announcement I suppose is in preparation for the 1/21/05 meeting. This means TGnSync wins. Lots of power there--Q, Intel, Cisco. If 802.11n is as big as I think it might eventually be, I wonder if Q will be able to ask Cisco and Intel for the licensing deal it offers the rest of the world? By the way, Cisco is a licensee for infra. Belkin, which is selling pre-standard stuff, is not listed as a licensee. If there is no arrangement in place, we may see a patent fight.

To: slacker711 who wrote (44190)	1/17/2005 10:16:48 AM
From: jackmore	Respond to of 197155

RAND-Z looks like a "concept" to aspire to, as opposed to a guarantee. To wit: The WiSE Alliance and the TGn Sync group are battling to the death. Industry observers say the IEEE isn't expected to ratify the 802.11n standard until late 2005 or even 2006. One of the sticking points in this effort is suggestions that the final specification be offered to the industry on a royalty-free basis. V.K. Jones, chief scientist with Airgo Networks Inc., of Palo Alto, Calif., said while this is a fine idea, "we are not guaranteeing" that all the technology covered by the specification will be royalty-free. Airgo's Enhanced modes operate up to 108Mbps in a single channel and promises full support for 802.11b/a/g standards. But promise no compatibility with whatever becomes the eventual IEEE 802.11n standard. 64.233.167.104.

To: slacker711 who wrote (44190)	1/17/2005 11:37:51 AM
From: Eric L	Respond to of 197155

Painting Telecom’s Future Network ... Is the title of a very good article in Telecommunications Magazine. In the article executives from SBC, Verizon, MCI, NTT, and others express their views about the converged networks of the future. This particular excerpt below has a wireless focus and expresses the view of wireless consultant Bob Egan of Mobile Competency. Note his comments on 802.11n and 802.16: tinyurl.com >> Q. What characteristics will define wireless networks of the future? A. Six key words: fast, low latency, cheap, pervasive and QoS. But these characteristics in total will remain elusive until at least 2007. Some networks will be fast, but not pervasive. Others may be cheap and pervasive, but lack QoS. The notion of a ‘one wireless solution fits all’ is lost in a jumble of standards, investment criteria and global politics. While this can promote competition between service providers and equipment builders (infrastructure and devices), it tends to have a polarizing effect on the industry, and it constrains scale of economies, especially in this early market. This results in customers feeling orphaned and confused. It also instills gridlock in the business enterprise because unit managers look to leverage some amount of risk to gain revenue, while the decision maker, the office of the CIO, tends to be risk-adverse and cost-sensitive. There is good news. Wi-Fi as we know it will die, especially as a metropolitan-based solution, and be reborn with a facelift – probably through 8011.n inside homes and business campuses, where it belonged in the first place. As we get to 2008-ish, WiMAX will eventually reign for low mobility, nomadic applications in licensed spectrum in metropolitan networks, replacing this Wi-Fi metro nonsense. WiMAX must still navigate the abyss of competing technologies, spectrum issues, standards “politics” and scale of economies. In the long term, I expect WiMAX to kill off Wi-Fi as a viable metro solution and find its identity as an augment to wireline technologies like DSL, cable and FTTP. WAN wireless networks like 3G UMTS and 1xEDO will become dominant for high mobility solutions with a global reach. Q: What are service providers doing wrong that might prevent them from reaching this network of the future? A: The providers are doing a lot wrong: • they know nothing about selling data applications beyond SMS, ring tones and games; • wireless data solutions today are very complex to deploy and the operators are doing little to simplify them; • they need systems to protect subscribers from things like airborne viruses and spam, and privacy protection systems, especially as LBS technologies become commonplace; • they need to overhaul their networks from a hybrid circuit switch/IP network to an all-IP network. Q: How big of an issue is security becoming to the wireless industry and how will that affect networks? A. Security is a very big deal. Some operators already report that 70 percent of inbound traffic to their network is junk – spam, port scans and virus-laden traffic packages. Wireless is precious bandwidth; the industry will not survive without effective network-based solutions. As networks and handsets get smarter, businesses face the complex task of defining where the quest for efficiency ends and the right to privacy begins. Many employees use company-funded smartphones for personal use during and after business hours. Until regulators, the courts, carriers and equipment vendors provide clarity and options for protecting employee privacy, CIOs and IT managers are left to tiptoe through this minefield unassisted. Enterprises and operators that ignore this trend and don’t become proactive risk having a law nicknamed after their company. << - Eric -

To: slacker711 who wrote (44190)	1/21/2005 9:50:51 AM
From: slacker711	Read Replies (1) \| Respond to of 197155

It looks like Docomo just crossed the 9 million subscriber mark for FOMA. This would put them on a slightly slower track than December but they would still add about 770,000 new subs which would be their second best month ever. babelfish.altavista.com On a related note, the Japanese equivalent to the FCC (JATE) has recently approved a couple of FOMA x700i models. These are supposed to be the low-cost version of FOMA models and will hopefully boost Docomo over the 1 million a month add number when they hit the market (April?). Slacker