Greg, Bux and limtex: on HDR and MMDS last mile solutions, some complementary thoughts:
I don't think VOFDM and HDE are either/or propositions:
1-I assume that at home, where VOFDM is available (not a negligible consideration) and if and when it offers data rates significantly in excess of HDR, consumers will buy the service to obtain better performance on video and audio streaming and other bandwidth hog applications.
2-Even if "1" obtains, this does not mean those same consumers would not also purchase HDR for the mobility and flexibility that it affords, even with somewhat diminished functionality. And we do not know yet that Viterbi et. al are done in pushing the envelope in maximum data rates.
3-Even if "1" obtains, in addition to the mobility advantage of HDR, there will be HDR applications used in appliances other than handset web browsing, such as automobile OEM installed, laptops etc. The markets served by HDR and VOFDM are not identical.
4-Time to market, as you noted, is big; get the installed base in and let the competitors try to unseat the Q. Remember in the Q-2 CC, HDR was mentioned almost in pure concept terms by IJ. Innovation R&D and market development are being compressed. As OOTJ (one of the Jacobs) said at the HDR demo, we've got to be deploying in internet time, not telco time.
5-If the SP's are worried about lack of market and ROI from new technology deployments into (arguably) new markets, how can the PCSs, BAMs and VODs of the world argue with HDR, which allows them to be channel specific, add some HDR infra ASICs and roll out compatible handsets, all within and complementing their existing voice infrastructure. This would seem to appeal to even the most conservative of SP suits in the corner offices!
my2cents
Steve |
