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

To: carranza2 who wrote (53145)	7/4/2006 12:45:32 PM
From: quartersawyer	Read Replies (1) \| Respond to of 197217

"no idea why Q was the winner, though I suspect that there were lots of bidders. Plus, the price, $600 million, in my view was a bargain" I recall that you had an eye out for a Flarion IPO for quite a while. That may have not happened because the Q purchase was preordained given some set of what were future possible conditions in 2001 that came around in 2005. Was there mention anywhere of other bidders Q, F or the usual competitor suspects, including Intel this time around? Could be: 1) they all stupidly missed the boat like when they failed to pick up Qualcomm for $4 or 6 billion in '98; 2) Q stupidly overpaid for what the others figure to be a broken tech company; 3) Q got lucky; 4) the door was not opened.

To: carranza2 who wrote (53145)	7/4/2006 1:29:27 PM
From: carranza2	Respond to of 197217

Sinc we are in skirt-lifting modre, you might appreciate this report re: peeking under the kimono at a WiMAX trial. A tad dated, but the speed is not too swift: theregister.co.uk AT&T did its bit to puncture the WiMAX hype today, while providing an update on three of its trial WiMAX deployments. Behzed Nadji, AT&T's Chief Architect, debunked stories about 70 Mbit/s throughput over distances of 70 miles for WiMAX. "There's little reality to that," he said. A range of 3 to 5 miles and 2 Mbit/s was closer to reality. In fact, one of AT&T's three deployments rarely saw throughput rise above 500 kbit/s, he said. Where WiMAX would prosper, he predicted, was in moving backhaul traffic. But its potential users had slightly surprising desires and concerns. AT&T's existing business customers were looking for improvements in cost, diversity, reliability, availability and provisioning time. Speed came well down their list of reasons for deployment. Their main concerns were security, reach and the fact that WiMAX is an unproven technology. AT&T has three trials using a combination of licensed and unlicensed spectrum. A Middletown trial using a pre-specification agreement linked three businesses, with favorable results. Up in Alaska, WiMAX is being deployed in five village locations. Not all of which have running water - but are now being given broadband internet. AT&T had opted for unlicensed spectrum because there was little electromagnetic pollution. Not surprisingly, the Alaskans were delighted with going from no net to broadband. A third deployment is taking place in Atlanta. But if WiMAX makes any impact it will be for cheap local loops. AT&T's current fibre carrier customers, who need no more than 1.5Mbit/s, appreciate the flexibility of WiMAX and spend a lot of money today on access charges. It's very early days, and it was sobering to be reminded that the first, proprietary line of sight wireless networks were being announced in 1996, and we're still deploying them. ®