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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Saturn V who wrote (181245)	5/18/2005 9:48:50 PM
From: C_Johnson	Read Replies (1) \| Respond to of 186894

Hello, I know you guys do not like analysts but this is just a suggestion. Perhaps one could learn a bit from the the Eurotelcoblog: eurotelcoblog.blogspot.com Think of the implications of using a 3G, 801.whatever, WiMax, Ultrawideband, cable, DSL or any connection and plugging into a free VOIP service like Skype? I just made free phone calls via the Skype network from Eastern Europe to people in California. My only cost was the WiFi connection, via Orange, - which I happened to bill to my hotel charge - and that was 16 Euros for 24 hours. I could have made unlimited calls via the network! Motorola has announced a deal with Skype (there are others): skype.com The implications of this "free" technology are staggering. It is totally disrupting the telecosom and there is little doubt in my mind that it is having a huge impact all the way down the chip food chain. What's most interesting about this is that Intel has limited experience in this arena. Have to say, all this hype reminds me of a comment that Jim Morgan, former Chairman of Applied Materials used to make years ago during speeches to investors, "Everyone wants to make a phone call." Sitting in the back row, per usual, the same thought always popped in my head when I heard him say this, "Yes, they do. But at what cost?" Carl infras.com P.S. I agree with the comments here that say WiMax is totally over-hyped: wimaxnetnews.com No matter how you cut it, there will not be much margin in supplying this equipment - especially if it facilitates a service that is essentially free (Skype or Bitorrent or.... you name any of the others). I am firm believer that business models in the chip sector need to change.

To: Saturn V who wrote (181245)	6/10/2005 5:15:15 PM
From: Saturn V	Respond to of 186894

Converged WiFi cell phone. Here is a news item stating that Nokia andAlcatel are standardising the specs for a converged WiFi/ cell phone informationweek.com New Mobile-Access Spec Gets Nod At Supercomm Alcatel and Nokia are going to use the new Unlicensed Mobile Access spec to enable the delivery of phone calls to converged handsets supporting both cellular and Wi-Fi networks. By John Walko EE Times LONDON — The Unlicensed Mobile Access (UMA) standard that is driving converged devices and services got a major boost this week when equipment makers Alcatel and Nokia announced initiatives to drive the specification at Supercomm in Chicago. Both the French and Finnish vendors said they would integrate the Wi-Fi version of UMA so that operators can deliver phone calls to converged handsets capable of handling both cellular and Wi-Fi networks. Jointly developed by a long list of major carriers and vendors, the UMA specifications open the door to devices that can automatically switch both voice and data calls from a cellular to an Internet Protocol network on the fly, in a manner transparent to users. The technology works between GSM/GPRS wide-area networks and wireless local-area networks in the unlicensed band, such as Wi-Fi and Bluetooth. British Telecom uses the Bluetooth version of the UMA specification in its groundbreaking Bluephone project, but many proponents of UMA believe the Wi-Fi version will ultimately become the more useful. Alcatel said it would integrate UMA control functionality into its Spatial Wireless softswitch and server range. The move means Alcatel will have to make tweaks to its mobile architecture since the UMA add-on will obviate the need for a separate management element in the network. Before coming up with its own solution, Alcatel worked with Kineto Wireless to bring cellular/Wi-Fi convergence to its carrier customers. Kineto is one of the leading companies leading the effort to get UMA deployed in carrier equipment. Nokia demonstrated at Supercomm an upgraded version of its MSC network controller to support UMA and said Finnish operator Saunalahti is already using this in trials of handsets capable of handling both cellular and Wi-Fi calls.