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

To: MikeM54321 who wrote (6937)	5/14/2000 3:11:00 PM
From: axial	Respond to of 12823

Mike - Thanks for the posts/links re: Alcatel. Have read a couple of articles recently on Alcatel's use of ATM switching with VoIP, but recent events on the home front have left me short of time; your posts are very helpful. " Serge Tchuruk seems heavily focused on the evolution path mobile wireless data is taking"; Mike, I agree. My recent post on the thinking at Intel also indicates that the concept of integrating wireless into the network, at the most fundamental level, is beginning to take hold. Interesting to note, too, that Alcatel is part of the nascent OFDM Forum. AT&T seems to be taking the EDGE route in migrating from its present CDPD network. Again, your firm belief in the importance of legacy infrastructure, and the cost of building out from that base, is being validated. The concept that the mobile discussion started with was the proposition of an ideal network; perhaps by interpolating from that ideal to the present, we might gain some idea of which existing mobile technologies are likely to predominate in the future. Dave's suggestion that we examine European GSM initiatives seems like a good starting point, including, as it does, Alcatel. However, it seems to me that the European GSM establishment is really just a subset of the real debate, which is CDMA vs. TDMA. Finally, beyond the question of network design, in the sense of the "bricks and mortar" is the question of which mobile components will be part of the domain - will two-way satellite wireless be included, and if not, will you have a true mobile network? "To me, the present piecemeal approach offers no clear vision, no structure." The comment related to the lack of integration so far of, say, the Iridium concept into a greater network scheme. Of course, we are talking huge money, here: the idea of planning, and building out a network in which mobile and fixed technologies are "designed in" from the beginning. But it is possible.