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Technology Stocks : 4G - Wireless Beyond Third Generation

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To: axial who wrote (93)12/31/2001 11:56:05 PM
From: Peter Ecclesine  Read Replies (1) of 1002
 
Hi Jim,

>>1 - High price points on ASICs and CPE: insurmountable for consumer usage. Relates to economies of scale, and unfrozen design.<<
Or inadequate and unknowing architecture. "i was so much older then, i'm younger than that now"
CPE price is relatively insensitive to ASIC price, very sensitive to volume

>>2 - Plug 'n' play functionality only now arriving: inability to make hardware/software combination that masks complexity.<<
Like user-installed DSL, which took a few years.

>> 3 - Infrastructure costs and barriers high: especially, public resistance to new towers/repeaters.<<
No new towers

>>4 - As predicted a year ago, 802.11b is proving to be a barrier to advanced forms of modulation. Cost wins. <<
802.11b is proving little other than it was good enough for use in your home, and your office
The cost of access has nothing to do with 802.11b, HomePlug, HomeRF, etc., and .11b is not a barrier to anything better, anymore than IS-136 is a barrier to anything.

petere
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