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To: FedWatcher who wrote (51995)	11/29/1999 10:47:00 PM
From: Randall Knight	Respond to of 152472

On the second thought, you need a $500 big dish to get this service into your PC, but to get HDR you need a chip in your PC and a cell phone size antenna. I know who the winner is going to be. Exactly. All this fretting over what CSCO is planning are just nervous shakes from people who have made a ton of money on Q stock and are getting nervous. The key to this whole thing is having to plug your device into something. If I need a large antenna to use the service, it's no better for me than a cable modem or DSL. I want to take my Powerbook out on the deck, sit under the umbrella and surf the web at speeds up to 1 MB/sec. Or perhaps I'll sit in my easy chair if it's raining. Come to think of it, I'll be able to sit any where I want because I'm truly wireless. Wireless as it relates to what CSCO is doing is not the same level of wireless that HDR provides.

To: FedWatcher who wrote (51995)	11/29/1999 11:08:00 PM
From: JohnG	Read Replies (1) \| Respond to of 152472

FEdWatcher. Think of this as a despiration move by CSCO. Their current franchise is under attack from every direction. Do you think all those US cable companies will stand buy and let their franchise evaporate. No, they will consolidate and do what they need to do anyway to offer cable modems, phone service and internet. Do you think AT&T will let CSCO siphon off all their cable customers to wireless. Do you actually think people in less wealthy countries will buy two phone services or be content with a mobiye CDMA service that servs both purposes. Do you think CSCO is so brilliant that it will suddenly deploy on a timely basis a massive untested but workable wireless service out of nowhere. Do you really think CSCO can go into the "just add water" instant wireless business? CSCO has a lot if resources, but magic isn't one of them. Really, we must not be scared of our shadows here. Perhaps this is a grand negotiating gambit from CSCO and others to get a better deal on HDR. HDR is a this year technology. CISCO's has many of the charachteristics of vapor ware. JOhnG

To: FedWatcher who wrote (51995)	11/29/1999 11:22:00 PM
From: Quincy	Respond to of 152472

CSCO and HDR. Apples and Oranges? mktnews.nasdaq.com\www\nasdaq\news\rf\1999\11\29\RF225530AT131.html&site=NASDAQ&usymbol=CSCO&logo=&companyname= Anyone have a guess of what kind of power will be required for a 30 mile link? Do I want it anywhere near my body or my laptop running on batteries? Inter-building microwave links have always required outdoor antennas. For that kind of effort, are we talking about a 2.4mb/sec consumer-grade link or something faster? HDR is a system that cellphone users have by replacing one chip and software in next-years handsets (based on MSM3100 with a USB jack). On the infastructure end, it would use the exact same spectrum license and base station transceiver as CDMAOne. I don't see any infastructure re-use on CSCO's system. It does not have access to near 50 million existing customers paying the bills for spectrum licenses and base station realestate. If square miles of coverage are to be built-out, it doesn't appear to have the volume and popularity of voice handsets generating revenues to pay for this infastructure until data becomes dominant. But, it will give symmetrical wired data infastructure currently consisting of T1/E1/OC1 or HDSL links a run for its money. In the future HDR could demand the addition of more T1-type data lines to each existing base station. Why not replace this with CSCO's just-announced microwave links. That would save you big $$$ over a $250+ monthly line lease contract for a single 1.566mb/sec T1-line. Anyone who has had DSL installed in their house have realized how labor-intensive it can be to have techs visit from the phone company, the DSL company, and then the modem installer. (I was visited by the Ghost of xmas past (PacBell), The Ghost of xmas present (Covad), and the Ghost of ignorance (tech from my ISP, who took my house wiring apart before he discovered the modem was dead out of the box.) HDR can eliminate this. Not sure CSCO is aiming for the same target.