Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: jack bittner who wrote (5883)	11/7/1999 11:58:00 AM
From: JGoren	Read Replies (1) \| Respond to of 12823

I was surprised that MMDS was referred to as "wireless cable", especially since I have such a negative view of cable. I disagree in one sense that MMDS is not a "threat" to mobile wireless. My understanding is that HDR can do stationary internet, too, mostly using cdma carrier's existing equipment. Thus, there is competition in that arena; HDR can also do mobile.

To: jack bittner who wrote (5883)	11/8/1999 1:12:00 PM
From: Bernard Levy	Read Replies (1) \| Respond to of 12823

Dear Jack: You are right in pointing out that two-way digital MMDS cannot compete with QCOM because it cannot handle mobile access, but I also think that 3G will not be able to offer the data rates of MMDS. Wireless-wonk gave you most of the reasons. Mobile operators will operate out of spectrum slices of about 15 to 25MHz. MMDS has more than 100MHz. Also, the fixed wireless configuration allows higher order QAM modulation and a finer sectorization. So, I see the two services coexisting very well. In essence, it depends on the data rates needed by users. For relatively modest rates, mobile wireless will do, for higher rates MMDS will come in, and for true broadband access, LMDS will be needed. Best regards, Bernard Levy