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Technology Stocks : Wi-LAN Inc. (T.WIN)
WILN 1.3900.0%Sep 18 5:00 PM EST

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To: Rob S. who wrote (7085)5/22/2001 1:15:07 PM
From: rr_burns  Read Replies (1) of 16863
 
Just listened to
biz.yahoo.com

Cisco / lehman presentation.

Is quite interesting ( at 40 minutes it is a bit long tho)

Couple of points came out:
The cisco speaker refers to the "one vendor of 54 mbps" devices not letting others "look under the hood" in a brief discussion of the 802.11a standard at 5ghz. Apparently, as written, the standard defines compliance upto 24 Mbps. Above that things get a bit vague. The speaker cited the lack of consumer devices actually able to use 54 mbps as making it hard to assess the meaning of devices above 24 Mbps. I thought this a curious statment from cisco regarding what they used to be targeting with v-ofdm and Radiata's products.

However in answering a question about the future for home use the speaker said that it is necessary to be above 20 mbps to begin to see the wireless entertainment driver kicking in.

The audience seemed "provoked" ( you need to listen to know what I mean) at the end when the speaker indicated that VOIP on 802.11 Lan's would be available by year end. (The presentation terminated very quickly after that.)
Earlier he had discussed the telco problem that 200kbps "data channel's" were the equivalent in voice throughput of 24 voice channels from a telco revenue perspective. And that in the "hotspot" model ( hotels , airports , coffee shops etc) the wireless lan model seemed to be the "way" to get the data rates to the clients where it was needed. If there were a lot of telco analysts in the audience, it is obvious why they were provoked.

I'd be curious to hear other's thoughts on the audio.
..rr
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