Gorilla and King Portfolio Candidates Message Board

STOCKTALK

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.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mike Buckley who wrote (53089)	11/20/2002 6:22:40 PM
From: paul_philp	Read Replies (1) of 54805

Mike, I think we might be in heated agreement. I agree that WiFi is early in the TALC. I think it is in the Bowling Alley. The value chain forming around WiFi is expanding rapidly. This is happening precisely because WiFi is a sustaining technology. I understand the technical limitations of WiFi but I also know that there is a massive R&D investment being made in new WiFi technologies by Intel, Broadcom, National Semi, Intersil, Texas Instruments and more. The speed vs distance tradeoff will be decisive for some time. WiFi is working where speed trumps distance and CDMA is working where distance trumps speed. BTW, the mutliple chip solution doesn't impress me. I understand that it will be possible to put all the protocols into one device. However, I don't see a business model that works for the carriers. Further, I don't assume general purpose devices that are easily intechangable by the user. The devices will be fit to the task and if CDMA can do the task then WiFi probably cannot and vice versa. Paul

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next