SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 174.01-0.3%Nov 14 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: engineer who wrote (99710)5/23/2001 1:25:34 AM
From: pcstel  Read Replies (2) of 152472
 
Engineer: All I can say is that you have not heard a thing I have been saying..

I am not saying there is a "business case" for 802.11 mobile/fixed data.. But rather, There are few business cases where data has made a go of it!! And I fear the same for Mobile Wireless Data..

Look at the list of ISP's, CLEC's et al that have proven there is NOT a Business Case for Data.

PSIX, COVD, and the list goes on and on!!

What I am trying to say is that Data has been commoditized to the point that it is considered almost a FREE commodity.. That is why you can't make a business case out of 802.11, or Bluetooth, or even 1X. (at least 802.11 and Bluetooth's spectrum didn't cost a dime).

At least with mobile voice, there is still an underlying value of the commodity.. If I chose not to carry a cell phone.. It cost me 35 cents to make a call on a public pay phone when away from my home.. No Starbucks, or Shopping Mall is going to let me bring my 900 Mhz Cordless phone and make phone calls in their store "on their dime".. Why?? Because it cost them a dime, "or at least a few cents".. For someone to make a voice call using their line.. The voice component has an underlying value as a commodity.. DATA DOES NOT.. That's why I went on about my .35 cent a minute voice call to Argentina.. Yet, I can send the contents of the Library of Congress to Argentina for ALMOST FREE..

Almost FREE.. That is the Commodity Value of DATA!! Starbucks can pay a "all you can eat fee for DSL, and let their customers run wild with DATA in their stores.. 1 customer or 100.. It costs them the same.

And Wireless Operators and their Vendors, (like Qualcomm) need a very high commodity value on Mobile Wireless Data, in order to justify the price of Spectrum, and the Infrastructure necessary to provide these services..

Yet, the 802.11 gang and corporations like SBUX, Delta Airlines, and others will only trivilize the commodity value of mobile wireless data!

Why do you think Qualcomm went to all the trouble to publish the "white paper" "Economics of Wireless Mobile Data?" Becuase there is currently a very low Economic Value Model to support it!! Especially in the Pay By the Minute, not by the Byte Mode..

It's like Globalstar.. You said 8 years ago.. $3 a minute to call from anywhere in the world.. Yes, there is value in this commodity.. But, then came terrestrial wireless.. "Hey look, it's only 10 cents a minute, inclusive of LD charges".. The commodity value of "mobile voice" became lowered so much that the mere concept of a $3 mobile phone call was ludicrous.. No matter how convenient it was!! The same holds true for UT's.. $1,500 for a mobile phone??? Are you nuts??

It's all about the perceived value of the commodity!!

My point is... that the commodity value of DATA is almost ZERO! And that the encroachment of FREE Mobile 802.11 Connections will only act to further lower the perception of the commodity value of Mobile Wireless Data.. That is why is see it as such a threat to companies like Qualcomm.

You can't sell expensive Infrastructure, and UT's, if the value of the commodity will not support it.. That's what happened to all the ISP's, and CLEC's.. The commodity value did not support the expenses of building the infrastructure required!!

Word gets out that company LANS are wide open on your network and people come to the airport just to rip off corporate clients.

You still don't get it!! There is no Corporate LAN to safe guard.. Does Sprint PCS put their "Corporate LAN" on their nation-wide wireless network.. Then why would Delta Airlines? It's a DSL modem from an ISP to a couple of 802.11 transmitters.... You are trying extra hard to prove your point.. But, it is failing..

10K a year for maintenance?? For a one time investment of 5K.. You could install a Quintuple redundant system using WLAN. Again.. You are really trying way too hard to prove your point..... And it shows!!

PCSTEL
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext