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Technology Stocks : Intel Corporation (INTC)

INTC 44.06

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Jan 12 3:59 PM EST

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To: Amy J who wrote (176556)	1/15/2004 1:03:58 PM
From: Saturn V	Read Replies (1) of 186894

WiFi vs 3G The WiFi hype has given the Centrino laptops a big sales momentum. Clearly WiFi will dominate the home and corporate wireless data networks. However the emerging installed base of "unwired laptops" makes it an attractive target for 3G cellular. One common billing, and much better coverage will appeal to the road warrior. (The public WiFi networks are fragmented, and spotty). The 3G cellular will make broadband available to people who cannot get cable modems or DSL. The Verizon move may be an attempt to preempt the emergence of WiMax which also appeals to the same segment. The installation cost of 3G cellular is pretty reasonable. No need for a new $100K tower, because you can use the existing tower built for voice calls. For Verizon the 3G is an evolutionary upgrade of its existing CDMA infrastructure. And hopefully for Verizon, the availability of 3G cellular will jump start the development of cell phone based high bandwidth applications.

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