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To: MileHigh who wrote (43153)	10/3/1999 2:44:00 PM
From: Ruffian	Respond to of 152472

Mile, The question should be; "Where doesn't CDMA play a role"! One of the "Wise Posters" told me months ago, "The face saving games have begun"! You like playing or watching "Dominos"? <gg> Ruffian

To: MileHigh who wrote (43153)	10/3/1999 3:11:00 PM
From: Ruffian	Respond to of 152472

WIRELESS IS MORE: VCs are finally seeing the potential of broadband wireless equipment. {Red Herring magazine -- issue 1999.Aug -- Alex Gove} redherring.com EXERPT ----> "In the last two years, venture capitalists have shifted their focus in the wireless communications industry. After investing in startups that purchased and resold the spectrum used by PCS and millimeter wave, VCs are now concentrating on companies that are developing high-speed data-delivery equipment for this spectrum. Because it was either unavailable or grossly expensive, VCs were until recently wary of investing in wireless equipment used to transport broadband data traffic. But with significant advances in capacity and reliability, along with lower prices, wireless data technology is finally looking like a strong broadband alternative to digital subscriber line (DSL) and cable modems. WAVE GOOD BUY The hurdle for broadband data delivery has long been the last mile......Cable modems and DSL can deliver data at speeds of 1 Mbps or higher, but each technology has its limitations: DSL, for example, cannot currently scale much beyond 6 Mbps, and wiring businesses for cable is costly. Broadband wireless services are driving the development of a single network. ...... "Over the next two years, the big action in wireless lies in figuring out a way to deliver broadband data at what used to be considered narrowband frequencies." Nevertheless, using PCS and millimeter-wave spectrum does pose its own set of technological and economic challenges. Engineers have trouble cramming thousands of bits of data into PCS spectrum, which does not have much excess capacity, while millimeter wave's high equipment costs and line-of-sight limitations have slowed that technology's adoption....As for PCS, Mr. Maroni does not believe that the spectrum can deliver data to homes at speeds of more than 2 Mbps. Because cable modems and DSL can scale beyond this rate, and because the demand for bandwidth will likely only continue to increase, he compares investing in wireless broadband PCS to "throwing money down a rat hole." ROAM ALONE ....more commercial potential in broadband PCS. NO SOAP RADIO...investors are much more bullish about how broadband radios will affect broadband wireless data delivery at higher millimeter-wave frequencies. BROADBAND-AID...Many companies have had trouble balancing the huge cost of acquiring spectrum with the expense of deploying equipment. Prices for spectrum are still high.