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To: Maurice Winn who wrote (1034)	6/21/2008 10:44:27 PM
From: Dexter Lives On	Read Replies (1) \| Respond to of 1088

Wide-area OFDM networks will be adopted much faster than previously/currently thought because demand for data services will see a dramatic increase (and not just from the iPhone style device which is still just a sliver of the market after all). OFDM's strength is network capacity and on that front it blows the other air interfaces out of the water. CDMA will prove to not be up the task because it's voice-centric heritage will not allow it to become the big invisible pipe that services like XOHM require. Remember voice is simply a data app in an open IP environment. All the work put into the CDMA kludge will soon be irrelevant - not QUALCOMM's fault, just the nature of evolution, and part of the cycle of destruction and creation. QUALCOMM's position in OFDM is much weaker than it has been claiming; UMB (Flarion's Flash-OFDM and all derivatives) is dead in the water though their own internal research efforts and Airgo acquisition will give them a seat at the 4g ipr table, likely as a minority share player. Samsung will be the largest IPR holder in next gen nets. [ techatplay.com ] The cell operators are already pushing the panic buttons and the first step will be for all the major carriers to transition to WiMAX or LTE. Nextwave is very well positioned and will be a much better investment than QUALCOMM over the next 8-10 years, assuming of course that they remain independent. [ library.corporate-ir.net ]

To: Maurice Winn who wrote (1034)	6/22/2008 9:33:12 AM
From: waitwatchwander	Read Replies (1) \| Respond to of 1088

---> Another point was that OFDM, which has been on my radar for a decade now as a dire threat to QCOM, has barely scratched the surface in wide area networks, though it's going well in Wi-Fi. I think you hit the nail on the head here ... OFDM mainly has uses at the ends of the communications spectrum (ie bulk backhaul/distribution and the much smaller localized situations). In the middle ground, where smarts needs to scale into fast actions, it fails to garner a following. In a similar vein, cdma/GSM is having a tough time at the localized end (ie femtocells) and, other than in secretive satelite transmissions like those used by NSA type folk, I've never really heard of cdma/tdma techniques used at the bulk carrier level. You're likely right correlating the above situation with "head start" efforts but that is likely to become much less relevant as both camps mush together. Given the tidbits of future networking we're seeing coming out of Qualcomm (ie medical devices, nPhase, 802.11n, FLO) they are definitely looking into being one of the drivers of the mushing. ---> advantage of OFDM over CDMA is far less than the advantage of CDMA over GSM Isn't this a bit like comparing grapefruits to kumquats and subsequently throwing in different types of oranges? How do you figure this ???