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Technology Stocks : Intel Corporation (INTC)
INTC 40.34-2.6%3:59 PM EST

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To: tcmay who wrote (166191)6/14/2002 11:19:39 AM
From: Amy J   of 186894
 
Hi Tim, Excellent post.

RE: "They can't dodge Shannon's laws. No way."

I didn't think they could, though the article said they had figured out a way to dodge congestion. So they modified their implementation slightly off the 802.11b spec, giving them the ability to deploy their devices without congestion with other 802.11 devices, but how many of their own devices can they deploy before they congest themselves in a 20m radius? Sounds like only incremental growth, but every little bit of broadband helps INTC, provided the max number is sufficiently large that it makes business sense. Maybe better than doing nothing.

RE: "There's work on ultrawideband systems (I'm an early investor in one of them, Aetherwire), but these are not what corporations are now commercially deploying. Maybe in several years."

Still congestion though, right?

Side question, how is Aetherwire used for the security application of locating a person, not technically, but usability wise? i.e. what's the deployment vehicle? Do they have to carry it in a case? Implant devices exist already, though possibly their technology is different?

RE: "Which is why the best combination of systems involves a mix of cables/fibers and then local wireless."

Yes, I think fiber to the neighborhood or general local (or thereabouts), followed by wireless to the home would be good, but what are the wireless bandwidth limits these days. OTOH $150 per wireless home is less costly than $200/yr for 10-year amortized fiber.

On a separate note, I'm not a huge fan of Cable if max cap limits are approximately 1.5Mb/s or less.

Regards,
Amy J
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