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last/final regulatory hurdle cleared:
http://finance.yahoo.com/news/federal-communications-commission-approves-nextwave-015900289.html
feb 6 2013 at the earliest - see section VI of this sec filing:
http://www.nextwave.com/filingdocs/0001193125-12-493756_d449355dex992.htm
...."the game", of course, being WiMAX....
you're not wrong.... :))
Two sides of the same plug nickel.
Put it into your QUALCOMM tollgate machinery and see what comes out ...
Good luck betting on a 3g kludge - IP Networks are the future ....
http://www.wimaxforum.org/about/roster/
Take care. JMHO. Rob
wi-lan's ofdm patents apply to wideband communications[w-ofdm].
good day y'all! rob
Data, Data, Data.
You know darned well I won't get a straight answer out of any company's IR department. Besides, I prefer to tap the knowledge pool of these stock threads.
Thanks anyway. Cheers! Rob
Yes, but I was hoping you could "quantify" their position. And please don't give me the "one patent, all patent" nonsense. That won't fly this decade.
TIA.
BTW Docomo an ally?!?? Even Lucent is a stretch, given their ownership position in FLASH-ITP...
Flarion Wins Voodoo Trial
05.06.04
Flarion Technologies has added another carrier name to its growing list of trial wins, securing a small but high-profile deal with Vodafone Group plc's (NYSE: VOD - message board) Japanese subsidiary (see Voodoo Flashes in Japan).
The “alternative” wireless broadband startup is to provide Vodafone KK -- Japan’s third largest wireless carrier -- with its Flash-OFDM PC card modems and RadioRouter base stations for use within its 3G UMTS (Universal Mobile Telecommunications System) network (see Flarion Unveils Chipsets).
OFDM is a modulation scheme that can support an average data rate of around 1.5 Mbit/s for users in a standard, PCS-sized cell site, while using only 1.25 MHz of spectrum. This makes it approximately four or five times more spectrally efficient than comparable 3G technologies, such as CDMA2000 or UMTS -- and cheaper to implement.
According to Vodafone spokesman Matthew Nicholson, the trial is “expected to start in the summer and last until the end of 2004.”
Nicholson is unable to divulge details of potential customer numbers, stating that the trial “will take place in one area of metropolitan Tokyo.”
Flarion’s EMEA marketing director, Joe Barrett, is a little more effusive. Barrett claims the carrier will be trialing the technology over “seven or eight [base station] sites.”
“It is a friendly trial, targeting non-paying customers,” he adds. “I can’t comment on the actual financial aspects for Flarion but we don’t do free trials.”
Despite Flarion’s success, Vodafone is keen to stress that the New Jersey vendor is not its sole supplier of “alternative” network equipment.
“Vodafone Group trials a lot of different technologies,” says Nicholson. “We can’t go into detail on what will take place after the trial. Whether or not we actually adopt the technology is another question.”
The deal adds to Flarion’s existing trial announcements with U.S. carrier Nextel Communications Inc. (Nasdaq: NXTL - message board), as well as Korea’s Hanaro Telecom Inc., SK Telecom (Nasdaq: SKM - message board), and KT (see Nextel Steps Up Data Race, KT Joins the Flash-OFDM Band, Flarion Doubles Down in Korea, and Flarion Cookin' Up Seoul Food).
Aside from its publicly announced trials, Australian media reports also cite a deployment with national incumbent Telstra Corp.. Meanwhile industry scuttlebutt suggests that last year’s cash injection from the T-Mobile Venture Fund was a prelude to a likely trial with T-Mobile International AG (see Flarion Hushes on Slush Fund).
“I can’t confirm or deny either carrier,” comments Flarion’s VP of global marketing and communications, Ronny Haraldsvik.
Regardless of such speculation, analysts believe Flarion’s recent activity is indicative of a marked shift in carrier focus. “Sensibly, carriers aren’t writing any technology off,” says Gartner Inc.’s Jason Chapman. “The Flarion service seems to be very impressive. If you are a mobile carrier and there is a technology out there that seems to be rocking then it makes sense to look at it.”
— Justin Springham, Senior Editor, Europe, Unstrung
http://www.unstrung.com/document.asp?doc_id=52338
Good day y'all! Rob
Can someone please quantify QUALCOMM's IPR position on Flarion's products/technologies?
Thanks very much IN ADVANCE. Rob
I'm certain they won't be building a 3g network - EVER!
cIAO!
I don't think 3g proponents are in any position to be talking about UNREALIZED HYPE! -g
Do you want to know what AT&T are up to, or not?
Nah! You know darned well that's naught how I operate! -G
http://dictionary.reference.com/search?q=naught
The proprietary black box I work with is based, in part, on macro trends, not only industry-specific but also of the general economic variety.
I will read Eric's wonderful market share breakouts to see progress; however I have no specific thresholds in mind, I'm that confident of my conclusion!
Worry not - I won't have to say it too much longer.... -VBG
Be very careful what you wish for ... it might just come true!
Long term fundamentals continue to look horrible here - W-CDMA will never get off the ground and CDMA2K can't seem to grow out of its niche.
Perhaps pairing CDMA2K and wimax into the same device along with MultiBand OFDM for short range would create the ultimate connected device. Does QUALCOMM have the confidence and vision to make the attempt?
Time will tell....
When have I ever said anything negative about Jacobs. Please provide a link.
BTW thanks to all for your "sentiment" input... Appreciate it!
Good week all!!?! Rob
Go for it!
I didn't suggest buying or selling QCOM stock in my 2 posts here, but I certainly see the potential for a waterfall decline; that said I have no position in QCOM at this time.
I'd be very surprised if QCOM didn't breach the $20 level in the next 18 months, but hey, anything is possible no matter how unlikely (including new 52 week highs), so knock yourself out, just so long as you realize that you're gambling and not investing. Insiders certainly don't believe the company is worth anywhere near where it is currently trading... That ought to be a clue, for those capable of receiving and retaining one.
JMHO.
Well, I'm frankly not that concerned about equity investments in the context of this discussion. I think it's a real shame what I see coming on the horizon and sincerely hope I'm just being overly pessimistic.... but I am perplexed by how complacent folks have become and how little probing there has been of the real worldwide problems. These issues just won't go away and it's not just 'business as usual'.
Anti-American sentiment is rising dramatically around the world and you continue to be oblivious to its sources and likely consequences. This problem isn't just limited to S.Korea and China (to put it in the context of QCOM investments, which is all you folks seem to care about).
I predict (with great sadness) that the next decade will be an very unpleasant one for the U.S. of A.
BTW if you believe that AT&T wireless problems are due to its air interface selection, you truly are one of the biggest dopes I've encountered on these stock threads...
Nobody ever got fired for picking the world standard!
Meanwhile, most Americans seem to have lost sight of the big picture....
http://info.detnews.com/paynetoon/details.cfm?id=553
http://www.pejmanesque.com/archives/006465.html
Pat Tillman; RIP.
thanks. i was referring to a major shareholder - wasn't aware Intel has a stake, albeit a very minor one...
good week all! rob
btw you are still clueless on nextel....
intel owns no nextel stock to my knowledge.
you're a real class act!
why so angry?! what are you so afraid of?
btw have you been out of the stock since $35? LMAO!
As usual quincy, your perceptions are out to lunch. Nextel will never deploy cdma, no matter what spectrum they're able to squeeze out of the fcc; sorry, no link! :^>
Suggest you check the institutional ownership at NXTL if you want a clue.... although being without one to this point hasn't held you back!! ;^>
good weekend all! rob
nextel is indeed waiting, but not for cdma....
Brave New (wimax) World
http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=19828866
Wannabes need not apply....
I'm glad that they COMMITted to wimax!!!!
Cheers! Rob
Hi Eric,
Sorry to hear that you even entertain the suggestions of censors and people who would dictate with whom or what you should discuss, given their druthers.
As for your roadmap for wimax, let's just say it is showing a significant divergence from the Chinese and Korean roadmaps; not that these country/groups have anything to gain from allying against a certain (alleged) anti-competitive company. Ask Siemens or Intel if you want an objective viewpoint... :^>
I'm sure in the end, every technology that survives will end up being complementary. Too bad wCDMA won't be one of them....
Cheers & Good Weekend All! Rob
Still serving out censorship and insults from your bully pulpit, rather than addressing the substantive points raised?
What a surprise! When all you have is a hammer,...
Insiders have been selling in volume since well before the last major low in the stock.
I wouldn't read too much into it for the near term, but the long term implications are unmistakable.
Cheers! Rob
LoL!!!! Eric don't be so hard on PUNKIN - his head is in the right place; even if his heart isn't... ;^>
Flarion's FLASH-ITP is merely a stepping stone to a true broadband, mobile wireless open standard. Amazing how short in supply those open standards are these days...
Anyone know why Nextwave is considering rolling out a wimax network and how that squares with QUALCOMM's ownership position?!? TIA.
Cheers! Rob
HSDPA - another arena in which OFDM will roundly defeat cdma.
The 3GPP wheels are in motion.... JMHO.
Good weekend all! Rob
Intel: Wireless Evolution Underway
.... .... .... ....
Electronic News: What is the big thing that worries you these days?
Mentzer: The thing that I worry about is making the right bets. There are a lot of promising technologies, smart antennas, WiMax, digital home, digital office. Where do you make your big bets?
We truly think WiMax is one of the best bets.
http://www.reed-electronics.com/electronicnews/article/CA381610?spacedesc=news
This "conservative guidance" BS is getting tiresome.
If management has some decent estimates they better put them up, or else ...
Vodafone, DoCoMo will not launch 3G 'until it works'
By Wireless Watch
Posted: 17/10/2003 at 12:55 GMT
In the debate over the future for 3G, we seemed in mid-2003 to have reached a consensus: 3G was rolling out at last, especially the CDMA2000 variants; it was less attractive to users and operators than had been hoped, and was moving slowly, but it would definitely become a major force within a couple more years.
Now 3 has experienced further setbacks in its deployment and Vodafone says it will not launch 3G "until it works", with the implication that this may be some way off, while DoCoMo is putting a 10-year timeframe on 3G ubiquity.
In the mean time, GPRS and EDGE are taking on roles that were never envisaged for them and IP-based next generation services are creeping up behind. The bets on 3G ever repaying the investment that has been made in it remain firmly off the table.
The European operators are in a particularly difficult situation of course, because of the high prices they paid for their 3G licenses and the stringent obligations that went with them. This week, the heads of Europe's largest telcos urged the European Union once again to soften these obligations and so encourage the roll-out of 3G.
The chief executives of Deutsche Telekom and France Telecom – owners of T-Mobile and Orange respectively – joined equipment makers Philips and Ericsson and BT to call on the EU's information society commissioner, Erkki Liikanen, to "review license conditions, since 3G delays have made the initial conditions in some markets unrealistic".
The CEOs estimate that the cost of 3G licenses in the EU has totalled €110bn and that rollout will cost an extra €105bn, although – disastrously for the base station makers – only €12bn of this has been spent so far because of delays caused by technical hitches and uncertain market demand.
The telcos want greater latitude to share infrastructure and spectrum and acquire each other's assets, since consolidation is the only way that most 3G projects will survive. Such options are currently highly restricted. They did not make much headway – Liikanen's view seems to be that the regulatory framework is sound and the telcos need to invest more money in order to reap their rewards.
The experience of the main 3G operator with a service up and running in Europe, 3, plus the cautiousness of Vodafone, suggest this view is highly over-simplistic. The two operators are at the opposite ends of the 3G spectrum in terms of approach. 3 looked to win by being first to the market, gaining customer share and a headstart with cutting edge services. Vodafone is determined not to venture into 3G until demand is firmly established and in the mean time is seeking to enhance the appeal of its existing GSM and GPRS based offerings.
©Copyright Rethink Research Associates 2003
http://www.theregister.com/content/59/33454.html
I've been reading this argument for years about Euro telco ceo's. It never seems to happen.
Maybe it's just wishful thinking.
Of course the salient point is that nobody is switching to cdma.
http://dictionary.reference.com/search?q=salient
...don't kid yourself...
ps andy O 'da man!
Perhaps we need an artist to sell GSM1X?
I guess "QUALCOMM solution for QUALCOMM problem!" is not exactly catchy? Maybe Celine Dion is available for a jingle?
Cheers! Rob
Unlike you, I don't play analyst shell games.
Sunk costs are just that, SUNK!
too funny!