<<now you have a single strength in wireless which you're not going to let go of>>
Gary, if you don't know what's going in the VOIP space, snoop around...not with current market share (which is a rounding error of the coming wave), but with what the global carriers are doing.
Second, cable is still a rounding error. But check what's happening. Remember who owns TCI and Media One.
Third, check where the RBOCs and Carriers are going with CPE deployment for CPE broadband. You say you don't care, but DELL has created many millionares in the commodity space. This business will also bring cable head end.
Fourth, check out COMS NBX LAN telephony system. The best on the market today, period, and leader in ports shipped. A small market, and NT and LU will be tough traditional competitors and CSCO will be major player, but COMS is at the dance. The road to large IP - PBX's first passes through workgroup systems and COMS has the technology lead here. Remember COMS has BILLIONS on hand in terms of a war chest.
Fifth, check out what COMS and MSFT have done together to date - NT integrated into Total Control and the CoreBuilder 9000, home networking products recently announced. What do you think happens to this relationship now that Palm is being spun off? How does MSFT view CSCO? What carriers can embrace COMS and MSFT?
COMS has more going for it than wireless. EB has not forgotten how COMS did not exploit Bridge's lead in routing; the same mistake won't be made this time around and he has every intention of COMS being a major player in wireless, VOIP, LAN telephony, home networking and traditional enterprise networking.
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