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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

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To: MikeM54321 who wrote (7628)	7/16/2000 12:13:34 PM
From: elmatador	Read Replies (2) of 12823

You wrote: "...we have to break it down one more step and say, "mobile phone wireless access." Precisely. But -and that's a big BUT- break it down and that would spell trouble for traditional mobile vendors. If it had been done so, the implications for todays' makers of mobile infrastructure a.k.a 2G (second generation bread and butter mobile telephones) would be very big. Because if someone -say QCOM or anyone else- would have created a marketecture, to borrow Frank's neologism, in which we would be using several kinds of mobile terminals, to access data on the go, today's operators would have stopped since begin of this year building mobile networks and would be waiting for the other guys to come out with the neat and good stuff. What the ERICY's, Nokia's and Siemens of this world did? They took the stuff they build and promised to build -on top of it- the mobile Nirvana in steps. From 2G, through 2 and1/2G all the way up to full blown 3G. Thus they are 'protecting' the infrastructure their customers already have promising some kind of interim solution while mobile Nirvana is being developed. They expect that at every step towards mobile Nirvana you'd buy a new terminal and they would keep raking in the cash. That calls for an enourmous effort in marketing to keep the markets' attention. Today there is already some suspicion that it is not worth building, 2G infrastructure in GSM greenfields. Brazil is a case in point. People alreayd started asking: Why build GSM 2G there since 2 and 1/2G and 3G is around the corner? This does not augur well for mobile infrastructure makers. Hence my idea of targetting greenfield markets for the mobile data.

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