Gilder on G*/fiber complimentary relationship (via y*/g* thread)
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GSTRF and Fiber by: ZephyrFrank (38/M/Santa Clara, CA) 4845 of 4854 Here's a quote from Gildertech:
"With booming worldwide demand for communications services, focused on the global Internet, LEOs can become worldwide carriers of last resort. Fiber optics and microwave are not competitors to the LEOs; they are complements. As fiber networks span the globe, reaching hundreds of cities with broadband services, and microwave links proliferate, the market for local access facilities will boom. Many areas lack basic infrastructure in the last mile. Others lack Internet connections, even in developed countries. With Internet traffic growing 200 fold over the last two and one half years, stress will mount on all the world's aging telecominfrastructure still optimized for voice. Covering the entire global population at once, low earth orbit devices can command a potential market limited chiefly by the ability of engineers to finance, build, launch, and maintain these complex systems.
"Most famous is Teledisc, the venture initiated five years ago by Craig McCaw and Bill Gates. It will ultimately field some 288 satellites ... [The source thinks Teledisc could succeed.]
"The simpler and cheaper 48 LEO CDMA mobile system from GlobalStar,launched by Loral (LOR) and Qualcomm, may well have the most immediate impact. It offers the possi- bility of global roaming for the increasing millions of CDMA customers around the world. But GlobalStar lacks the broadband capabilities of Teledesic and the Motorola stunner. All these LEOs attest to the imperious pressures of the lightspeed limit in an era of gigabit per sec- ond communications."
Posted: Mar 10 1999 2:09AM EST as a reply to: Msg 1 by YahooFinance |