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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Frank A. Coluccio who wrote (12512)5/29/2003 2:02:46 AM
From: elmatador  Read Replies (1) of 12823
 
Granted that you accept that telcos are trapped by the rules of their own game (I would like to write brain dead but I will not do it) we can proceed to dissect their business.

Telcos like to do carpet bombing. Which means what we sell fits everybody out there, take or live it, because we are a public service, universal coverage etc etc ad nauseam.

They are just plain lazy and don't want to work hard for their profits!!

Now -if I would be advising them- I would tell them they must to take all that crap and flush down the toilet.

Let me use Singapore for simplification's sake to illustrate my point.

All those apt. buildings you offer your bread and butter fixed-line. Checked. Already there. Ok. Good.

All those same buildings need CATV or satellite TV. Checked. Already there. Ok. Good.

All city must be covered by GSM inclusive good indoor coverage. Checked. Already there. Ok. Good.

All that business district (the whole city-state is a business district) must have data communications. Checked. Already there. Ok. Good.

Here they run out of ideas. Nothing more to sell.

But look to the harbor. (two container ports one yellow one green) one of the busiest in the world.

Now what could we go there and offer those guys whose business is transshipment? Why not a dedicated WLAN for the harbor?

Stuck a transceiver in each container and as it moves around this small transceiver 'talks' with strategically deployed base stations.

So that that any one could "X-ray" an individual container just by access it over the air.

Now lets Li Ka Shing (who has a ton of money and operate in Hong Kong Harbor hear about that. Pretty soon Rotterdam, would discover that and it would start becoming interesting. Then there is IMARSAT and a new business could be devised along the application of this technology.

But those guys are 'mechanics' Do carmakers let the guys who design exhaust pipes or crankshafts dictate their business? Nope. But the telecoms industry lets those 'mechanics' dictate the way the business should be run.

This is plainly ridiculous. Should we put a BNC coaxial connector? Should we immerse the base station into salty water for three months to see if it works in a S.E. Asia environment?

Should we have a standing by power plant on a truck? And the guy who's going to talk about 'security' hasn't yet spoken,

With this kind of guys involved in any business they rather better call that Chicago Doctor who helped people go form this life to the next one. They should do a Kervokian!
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