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Technology Stocks : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?


To: gdichaz who wrote (719)9/30/1998 9:06:00 PM
From: Bernard Levy  Read Replies (1) | Respond to of 5853
 
Chaz:

Regarding the themes of the report:

a) Software radios: If you read the inside of the report,
the authors hope that DOD research and development will
drive the commercial sector, since full software radios
will first be needed by the military. They indicate
that commercial products will only incorporate partial
software features, such as programmable carrier frequencies,
bandwidths, and perhaps modulation schemes. I am wondering
which companies (P-com? LU?) can be viewed as leaders in
incorporating software features in radio products. Would
love to hear the views of regulars on this thread.

b) Smart antennas are actually probably more useful
at PCS/WLL frequencies than at frequencies above 20GHz,
since multipath effects are more significant at low frequencies.
Smart antenna companies include Arraycomm, Clarity Wireless
(now part of CSCO), and all companies involved on DOD
antenna work: Applied Signal Technology, Argos Systems
(part of Boeing), Saunders (part of Lockheed). I would love
to hear about additions to the above list.

c) Smart waveforms: in addition to the standard frequency hopped
and direct sequence spread spectrum techniques, I am aware
of highly speculative academic research using fractal/chaotic
signals, or wavelets, as spreading sequences. Another very
nice work involves communications with ultra short pulses
which do not even require any carrier. These pulses are
so short they bypass the multipath problem entirely
(the pulse duration is shorter than the time delay of
alternate signal paths).

Best regards,

Bernard Levy



To: gdichaz who wrote (719)10/20/1998 9:16:00 PM
From: George Gilder  Respond to of 5853
 
The leading smart radio companies are Analog Devices, Harris, Airnet, Watkins Johnson, and Ron Carney's Tantivy, to name a few. Smart waveforms (orthogonal CDMA) and turbo algorithms will allow Qualcomm to create 2 megabit modems next year for their pdQ cellphones, which also contain a Palm3 organizer. Within the next couple of years, you will be able to plug your notebook into your CDMA cellphone and get a T-1 anywhere in SprintPCS territory.