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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Thomas Mercer-Hursh who wrote (53206)	12/1/2002 8:56:47 PM
From: Stock Farmer	Read Replies (3) of 54805

Have you considered the security issues of the kind of installation you are describing? This kind of universal wireless means that essentially every user in the company presents the same security challenge as supporting the user sitting in Starbucks. Yes. You know, everyone being able to snoop everything was the reason why AMPS was never going to take off. What do you think, was it a very good argument? From the fog of objections you keep tossing up, it's as though a service has to be absolutely perfect before consumers would adopt it. By that logic, nobody would be buying Microsoft's OS. In reality things only have to be "good enough" or make "reasonable" tradeoffs. Technology gradually gets applied to resolve the most pressing problems. In the case of wireless access, the fundamental economics are relentlessly in favor of widespread 802.xx deployment. The main role for 3G is if folks want to have some sort of backup wireless broadband for when WiFi (or equivalent) isn't available, the utility of which diminishes with the degree to which WiFi is deployed. A kind of negative tornado. John

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