Hi Jim,
>>I just can't see where, or how, this is going to end. My sense is, yes, WLANs will make incursions into operators' revenues, both fixed and mobile.
The question is, how much, and how long will it take?<<
The short answer is media.corporate-ir.net slide 13, the race for multi-radio.
WLAN deployment is not capital intensive, but backhaul opex is. To the degree that wlreline operators subsidize (xDSL, cable) Internet, public WLANs will be successful. To the degree that T-1 leases are required, mobile data is favored.
How many hours a day would you want Internet while seated, and could WLANs do that? How many hours a day would you want Internet while outdoors?
An open question is the revenue model for outdoors Internet - $40 a month at 40% gross margins doesn't work
Message 16712436 where GNP/CAP is < $15,000
>>I agree with elmat's comments that we ought to be watching Microsoft, who have been quietly present through all aspects of the 5 GHz IAG's progression....nevertheless, 802.11b, for now, is certainly blocking the wind to 802.11a-minus-"b"-to-g's >g< sails...<<
I've attended most of the 5 GHz IAG US meetings, and there is a European style of building consensus that has taken eighteen months, and become a Standing Committee in IEEE 802.11, ordaining itself to review new ideas that come to .11 for study (see 802.11-01-639r1) ;-) Not much to show for a lot of travel and meetings.
I note that uniquely, Wireless Ethernet Compatibility Alliance promoters each have a veto on WECA activities, which contributed in no small part to emphasizing what is shipping (2.4GHz) vs what Marketing wants or the Big Companies (5GHz IAG) proclaim.
petere |
