CSCO will help WCOM in MMDS,because the playground in router business is getting smaller...JNPR fast routers might be a standard soon.
WCOM-CSCO and AT&T-LU....looks like a chess play to me.
And MMDS is quietly growing...soon, a bigger competition to DSL.
To refresh the news about MMDS....from my post, Dec 16
WCOM, a special edition for insiders...
This is important...
A positive outlook on the future of MMDS. 17% market share predicted for alternative broadband systems by 2004
"You're about to witness an explosion of satellite offerings and MMDS offerings," says Michael Greeson, consulting analyst for Parks Associates. "Launches will occur in the fourth quarter of 2000 and the first quarter of 2001. The 17 percent market share represents a minor penetration for these services by 2004. The FCC reclassified the ITSF spectrum, and auctioned a ton of it off. Companies like Sprint [FON] and MCI WorldCom [WCOM] and Nucentrix [Broadband Networks] bought a ton of it."
WorldCom has rolled out MMDS in Memphis, Tenn., and the company is beginning a national deployment. The carrier has filed 60 FCC applications to establish two-way MMDS services in markets across the country. Services could be installed in 60 markets by year-end 2001
"MMDS and satellite service may be very competitive with cable and DSL,"
"MMDS will be competitive, along with satellite services like DirecPC and EchoStar, and EchoStar's partner, Gilat2Home. The argument is MMDS and satellite will have a very huge footprint by flipping a switch
As a last note....WCOM is in business with MCOM , a leader of MCDN technology
Metricom, Inc. is a leading high-speed wireless data company. With its high-speed Ricochet mobile access, Metricom is making "information anytime" possible -- at home, at the office, on the road, and on many devices. Founded in 1985, Metricom has spent more than 15 years on the development of its distinctive MicroCellular Data Network (MCDN) technology. That experience has enabled Metricom to develop the fastest wireless mobile data networking and technology available today. Ricochet has been operating since 1995 at speeds up to 28.8 kbps. The new Ricochet, delivering end-user speeds of 128 kbps, is currently available in ten markets and is connected to two 28.8 kbps service areas to increase coverage for mobile professionals. Coverage will continue expanding, and is targeted to ultimately reach 46 markets in the United States.
Ricochet is the fastest wireless mobile access available today. Delivering end-user speeds of 128 kbps, Ricochet delivers the complete Internet and desktop experience wirelessly. Users can access the high-performance Ricochet network on a variety of Internet-ready devices from any location in coverage areas -- whether from home or office, a client site, an outdoor cafe, in the back of a taxi (up to 70 mph), or at any of the 15 airports where Ricochet is available.
Good luck and best regards,
el |
