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Technology Stocks : The *NEW* Frank Coluccio Technology Forum -- Ignore unavailable to you. Want to Upgrade?


To: Frank A. Coluccio who wrote (21160)4/30/2007 6:15:15 AM
From: axial  Read Replies (1) | Respond to of 46821
 
Frank, I've become a wireless agnostic.

Who cares about the Holy Wars between Qualcomm and the GSM crowd, or WiFi and WiMax? Still, the claims of one side or the other sometimes deserve some careful scrutiny.

It's difficult to see the underlying competitive currents by looking at the surface, and the surface is all razzle-dazzle marketing mania. The internet has given us a wealth of new commentators, some of them very good. But the outcome seems to be that we end up with more knowledge, and less insight.

It's true that standards-based WiFi and WiMax will give (are giving) us better, cheaper RF communications than we've ever had before, as will new variants in mobile RF modulation/coding. And there's more technology on the horizon, ready for wider deployment: MIMO, for instance.

So things are improving, and the promise of the past is being fulfilled. But the future is unclear: it looks like a mishmash of competing alternatives. Perhaps it will take something like a global downturn to shake out the long term winners.

Maybe you're right to take a more technical approach.

Jim