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Technology Stocks : George Gilder - Forbes ASAP

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To: TigerPaw who wrote (4353)5/20/2000 2:39:00 AM
From: Scott C. Lemon  Read Replies (2) of 5853
 
Hello TigerPaw,

> I think you may be overlooking Bluetooth'l largest
> volumes,

I apologize if i was not clear ... you are right that there are applications, but I see the ones that you listed as lower power, and very short range.

> Remote to TV

~30'?

> Opener to Garage Door

this one is longer ... you think it will replace the simple systems in use today? I'm curious why Bluetooth?

> Headphone to walkman

Similar to "headphone to cell phone" ... <30'?

> or museum guide, or movie language

Yes ... these are short distance apps ... IMHO.

> Stereo to speaker in the back of the room.

I'm curious of distances and data rates required, this might work ...

> Stereo Amplifier to Tape Deck.

Again, this is short range, and low data rates, IMHO.

> Friendship bracelet to stranger's friendship bracelet or
> blind date bracelet.

So this will be interesting ... I see 802.11b starting to appear in this space already. With the coming revolution in wearable computers, I'm betting on these "specialty" items as being a passing fad ... a couple of years. But that is purely my opinion ... I am expecting a larger adoption of wearables in the next 1-2 years ...

> One toy to another toy.

Could be ... but I'm thinking that 802.11b will even start to enter here as the more sophisticated toys will want PC interfaces ... they will be "Internet Addressable Toys", IMHO ... ;-)

> In short, I think consumer appliances will account for
> far more Bluetooth usage than will information and
> business uses.

I believe there will be applications, and I think that we actually agree more than disagree. I apologize if I was unclear on where I see it fitting. I do not see the "high power" version of Bluetooth taking off ... but the low power version will have it's places ... IMHO.

P.S. My main emphasis was intended to indicate that I believe a *huge* volume of 802.11b networking hardware is about to be sold ... and that the numbers could pick up quickly ... and that I have isolated a company that, IMHO, might do very well ... Intersil (ISIL). I also intended that everyone should do their own DD, and that I buy what I like ... and I like 802.11b. ;-)

Scott C. Lemon
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