Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Frank A. Coluccio who wrote (27495)	7/22/2008 6:42:46 PM
From: Rob S.	Read Replies (1) \| Respond to of 46821

There won't be a discernible difference because over time the two are converging both in the network and in device implementations. The standards have drawn closer together as discussed previously and will without a doubt continue to do so as they progress toward that 2nd generation mobile-unified IMT-Advanced standard implementations. Both camps are in bloody denial of the obvious.. leave it to the polarization of commercial interests to pit the camps against each other until they can no longer deny the inevitable. Ericsson has no choice but to resist the WiMAX effort: What does WiMAX represent but a shift to a commercial environment that is much more like the IT/Networking environment in which Ericsson is a minor player. E has never been complicit with WiMAX and anyone who thinks they would change horses until forced by circumstances to dismount their 3G steed is mistaken. E will lose market share at the sake of open IP Ethernet-like distributed wireless and growth of the China-India sphere of influence. E is trying to circumvent this by partnering with China's leading companies including state owned enterprises and government standards developments that will see China's TD-SCDMA converted/disowned to become TDD-LTE. This topic goes deep into areas I can't discuss. "What Intel is to WiMAX, Ericsson is to LTE, which stands for Long Term Evolution. As its name suggests, it is meant to be an update to today’s mobile-network technology. This makes it attractive not just to Ericsson, the world’s biggest maker of such gear, but also to other vendors and to most mobile operators: they can build on their existing investments. Another member of the LTE camp is Qualcomm, an American chip maker that owns vital chunks of intellectual property in wireless telecoms." This misconstrues what is taking place. Intel isn't an infrastructure company and Ericsson has far less of a position in MIMO-AAS-OFDMA suite of technology developments and extension into smart distributed networking environments than they have in current CDMA wireless. Here is what E will do: resist, resist, resist.. and then admit and join in. They will take part in what the market wants.. they have said so much over the years. E participated in 802.16 and pulled away to work on LTE when they saw that the OFDMA technologies would make a better choice for the next generation of mobile-unified FMC platforms. They did not want to join WiMAX efforts to become the mobile-unified standard because that would leave them in the thick of open competition. If these fellow human idiots were totally honest they would admit this as being blatantly obvious and inevitable. But nobody can expect them to do so before they have to do so. Qualcomm is working on LTE+WiMAX products as I write this. They are not likely to admit this other than to continue to say that they will keep their options open and supply what the market wants. Q has top design capabilities, particularly in multi-band and multi-mode chips and systems. Just wait to see what happens over the next 18-24 months.

To: Frank A. Coluccio who wrote (27495)	7/23/2008 6:13:13 AM
From: axial	Read Replies (1) \| Respond to of 46821

Hi Frank - Agree with Rob's response, albeit from a slightly different perspective. The key point that can't be addressed for lack of time is the strategy of operators - which is by no means coherent. Ericsson sat on the Wimax/LTE fence for a long time before Wimax's encroachment on its infrastructure business, together with operator pressure forced it into belated action. It's a valid question whether Ericsson is merely postponing the inevitable - and to what extent it will profit from its delayed response. As Rob points out from a different angle, Qualcomm is playing it both ways and will likely land on its feet no matter what happens. Thought the following might be useful: --- "I have no doubt that harmonization has become a hot topic because of heightened competition between WiMAX and LTE for a role in molding development of the next generation of wireless, 4G. While I do not think the current stage of development of WiMAX or LTE qualifies as 4G, both systems are frameworks for evolution to 4G. There are several factors within wireless developments to compel harmonization. Following are some of them -Pursuit of IMT-Advanced as the path to 4G -Both existing 3G, ‘fixed' and new spectrum will be consolidated -Multiple scale and application support -Common SDR (Software Defined Radio) base stations -Common Integrated Circuits -Use of 80 percent to 90 percent common technologies -Globalization of R&D -Need for reduced cost for embedded applications & digital divide -Harmonization of wireless standards is a stated goal of 3GPP -Common ‘modular concept' for harmonization across systems --- [Emphasis added] ... Ron Resnick, president of the WiMAX Forum, has said that the harmonization between WiMAX and LTE is "really up to the operators if that's what they want to do." That is the deciding factor that will determine to what extent WiMAX and LTE harmonize within the standards groups. Make no mistake, the technologies, ICs, devices, and systems are in the process of converging. Whether this occurs harmoniously or with excess rancor is up to the industry." More: 3g4g.blogspot.com Jim