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To: George Gilder who wrote (21275)	1/13/1999 9:24:00 PM
From: ASB	Respond to of 152472

Q1 1999 Earnings Release Date: Scheduled for January 19, 1999 at Approximately 1:30 p.m. (pst) ASB

To: George Gilder who wrote (21275)	1/14/1999 2:03:00 AM
From: Clarksterh	Respond to of 152472

GG - Well, took the wind right out of my sails. If there is no disagreement there isn't much to discuss. Hyperbolic talk always sets me off unless I'm the one doing it. <g> In all seriousness I'm going to have to do some more research in this area to figure out what exactly is feasible, and what is not. Anybody know of some good technical sources (thanks Walt for the pointer to the IEEE article). Some of the more interesting areas/questions that I can think of are: 1) Near/Far - How do you prevent some pipsqueak from unintentionally sneaking up next to a reciever and shouting in its ear? Off the top of my head yesterday I thought that allowing for flexible bandwidth, limited power density might provide some relief in that area, but although it does have some advantages/disadvantages over the Qualcomm version of CDMA, that isn't one of them (just as well from a Qualcomm IPR standpoint). 2) If spectrum is free, what is to prevent some putz from clogging up spectrum with junk that should better be on three or four directional beams or on fibre optics. Human beings seem to have a problem with abusing things which are free (I just read an article where the Colorado Supreme court is thinking of mandating that all lawyers must donate 25 hrs per year for pro bono work, because the poor don't have enough access to lawyers for civil cases (as if the US doesn't have enough lawsuits). But the problem, say the opponents, is that when the client isn't paying for it they suck it dry no matter how much was in it.) There needs to be some incentive to be efficient, and how will this be coordinated and tracked? (Isn't this your area Maurice?) 3) How exactly do you build a smart radio even at low frequencies of several MHz? What pieces must remain analog (e.g. amp), and what limitations does that imply? Does that block diagram of a digital radio look the same as for an analog (filters, multipliers, ... albeit software instead of transistor) or are their efficiencies that only exist in the digital world (e.g. conditionals, fft's) that allow all sorts of strange improvements? Clark PS Thanks for the reply George. (Feels a little calling Einstein Albert, but what the heck.)

To: George Gilder who wrote (21275)	1/14/1999 5:43:00 AM
From: Maurice Winn	Read Replies (3) \| Respond to of 152472

George, it's not really on to sneak up behind somebody like that when they are kicking you when you are down after you'd left. Now I'm left to wonder whether you really are dyxlexic or 'spacially' instead of 'spatially' was just some bait to catch a hagfish. So, okay, I've bitten! ["...bandwidth insulated spacially as well as by codes and frequencies..."] With cdmaOne and WWeb picocells, there would be a LOT of communications able to fit into the spectrum before rationing is needed. Presumably Clark, since you asked me, the service provider would bill people for connection time and if they were having trouble finding spectrum they'd just put the price up a bit until things quietened down. To avoid sudden shouting and abuse of the spectrum, there would be some device compliance requirements by governments who would maintain a spectrum policing role as with other common property. While there might eventually be a spectrum shortage, we could cross that bridge when we come to it. If a shortage does develop, then some government price-based allocations would make sense. Don't forget that the capital cost of providing hardware is going to be so high for quite a while that the cost of time on the hardware will be much, much more important than the relatively trivial spectrum scarcity value. So spectrum demand isn't going to grow very quickly even with WWeb devices being used to send 3D images home via 'Babe' when watching whoever is Michael's successor [hard to imagine one at the moment]. Garage openers and the like aren't going to use much spectrum. The demand will come from network connections sending images, so there will be a billing mechanism for most stuff. How's that for a first pass Clark? George, I don't know that I like the idea of buying Ericy thanks. Even if they are foundering [not allowed to mention herrings, hagfish or flounder in relation to L M Ericsson]. Why not just hire the staff as they are laid off and leave the shareholders of Ericy with what's left - legacy GSM and there is a lot of unrelated electronics which I'm not interested in? If they have some buildings for sale, those could be bought on an 'as useful' basis rather than the whole lot. Mquarkce PS: Taichi, Ramses' Vacation Curse is doing the work. My $80 prediction is weak magic by comparison.

To: George Gilder who wrote (21275)	1/14/1999 9:20:00 PM
From: gdichaz	Respond to of 152472

To those interested: Here is George Gilder's answer to my question why he thought AT&T dangerous to the Q....from the SI Gilder thread \| To: gdichaz (886 ) From: George Gilder Thursday, Jan 14 1999 4:47PM ET Reply # of 896 Is there any way to post on two threads at once??? Anyway, the problem posed by ATT is disruption of the US market at a time when the European stance is monolithically GSM. With its marketing strength, ATT captures US mindshare from CDMA. Think of it this way. The reason Bush lost to Clinton was Perot. Two voices claiming it was the worst economy in 50 years allowed the government party, which always begins with 33 percent of the voters as its dependents, to prevail. Now we have the largest US cellular company attacking CDMA from behind while Qualcomm battles political forces in Europe and Japan. I think Qualcomm will win anyway, but it's another set of brickbats in the usual wall of worry that it climbs.

To: George Gilder who wrote (21275)	1/15/1999 7:04:00 AM
From: gdichaz	Respond to of 152472

For those interested - from the SI Gilder thread: George Gilder's answer to my question on status of smart or software radios: To: gdichaz (893 ) From: George Gilder Thursday, Jan 14 1999 10:36PM ET Reply # of 898 Harris, Analog Devices, Airnet, Quicksilver, Bell South, and a new company headed by Ron Carney, smart radio paladin, called Tantivy. It is a step by step process and alot of the work is going on in the unlicenced ISM bands and in the military, which has to be frequency agile. But software radios are the destiny of wireless. One of the reasons the Tellabs/Steinbrecher effort flagged was advances in single chip mixers that devalued alot of the Steinbrecher patents. A further problem is that the government encourages the spectrum property rights model rather than the unlicensed mode. Both have their place during this phase in the industry, but the smart radio paradigm will increasingly prevail. By the way, I have been commenting on those interesting responses in the Qualcomm thread.

To: George Gilder who wrote (21275)	2/12/2022 2:39:39 AM
From: Maurice Winn	2 Recommendations Recommended By garrettjax Jon Koplik Read Replies (1) \| Respond to of 152472

Now with over 20 years hindsight. What might have been! Instead of pdQ we have megatons of iPhones and AAPL [which barely existed in 1999] is now worth nearly $3 trillion despite being brutalized by monopolist Qualcomm which has a minuscule fraction of Apple's market capitalisation = $0.18 trillion. In the next few years, when practically everyone totes pdQs around the globe, and Qualcomm buys a floundering Ericsson, some such frequency agile mode will become mandatory. Mqurice