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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Rob S. who wrote (12158)2/20/2002 1:29:53 PM
From: Rob S.  Read Replies (1) of 12823
 
one speaker talks about "bottlenecks" and how that is endemic to the broad development process but works out over time. That is correct but is a bit too general imo. I think it's better to ask "are there any technological 'show stoppers' that are thought to be unsurmountable that will stand in the way of a "Moore's Law" type of progression of the dance between the marketplace and wireless BB technology? No there isn't. In fact, many exciting technologies including smart targetable array technologies used at the CPE level, multi-mode chips and mesh networking only require the development of mass market quantities for them to be used. For example, planar array antennas and required matrix signal switches and DSP logic have already been designed and can be produced for very low cost at a few millions per year quantities. The array antennas themselves are said to be able to be mass produced for around 30c-70c each using standard circuit board manufacturing techniques. The WLAN market as well as other areas of similar scale of circuit development has taught us to expect prices for chips to scale down as volumes scale up. Combining multi-mode radios on the same chip or chip sets has already been proven to be practical. There are no "show stoppers" only time and fitting the product to the particular demands of the market and not the other way around that will shape how this evolves.
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