Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: carranza2 who wrote (35018)	6/22/2003 5:44:04 AM
From: Maurice Winn	Read Replies (1) of 74559

C2, I think there's a business case for wide WiFi networks. My question is which companies will be successful in building them. I've bet on RoamAD. And bet some more last week [accepting that it was high risk money worth either $0 or up to $100 million]. CDMA1xEV-DO simply can't compete. 80MHz of free spectrum is valuable and gives high capacity in 802.11g OFDM. The huge economies of scale of WiFi, with a WiFi-powered iPAQ costing less than a Telecom New Zealand CDMA 1xRTT PCMCIA card and data prices of US$4 per megabyte vs 10c for RoamAD mean that WiFi has got a huge advantage over CDMA. AND it's a lot faster. A WiFi PCMCIA card is now something like $30. Irwin says that CDMA will won't be replaced for voice and I'm inclined to agree with that. But there will be a lot of voice done by VOIP via WiFi and MSN Messenger. People will have multimode, multiband devices. CDMA for WANs and WiFi for heavily populated areas. Mqurice

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