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Strategies & Market Trends : Bowling Alleys and Tornadoes: G&K Hunting Grounds
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To: HeyRainier who wrote (18)7/14/1999 11:47:00 AM
From: John Stichnoth  Read Replies (2) of 153
 
Rainier, going through things in the last hour, I realized I'm involved with several companies involved in "standards battles"

1. Cisco v Lucent--The battle here is ATM against IP. ATM of course is the traditional "voice" protocol, supplying proven Quality of Service attributes. Cisco is trying to move the IP market to reliable QoS levels, so that voice could be provided over it. The market seems to think--and George Gilder thinks, if I remember right--that IP will be the eventual winner.

2. Voice/Mobile satellite services. The players in the low earth orbit are Iridium (lots of problems), Globalstar (to go live in September in a regional rollout), and ICO (apparently holding off on launches to see how G* does). There is limited space for satellites, and limited total capacity in the "low earth" range. So there will be limited players.

3. Fixed broadband wireless (FBBW)--One player is Winstar (WCII), though it's not a pure play and it's an installer not an equipment maker. Right now there are no standards. Each company is deploying its own equipment. I don't know who the equipment suppliers are. Over time, I would think this market would resolve to interoperability, and since there seems to be no organization agreeing on standards, perhaps the market will "spontaneously" annoint a standard, a la Moore's thesis.
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