SI
SI
discoversearch

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 : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?


To: TigerPaw who wrote (4353)5/17/2000 4:25:00 PM
From: deeno  Read Replies (1) | Respond to of 5853
 
I agree with your post that the bluetooth technology has a seemingly endless list of possibilities. The low costs and lack of propritory royalities provide an unbeleivable platform of growth. However I keep running into the same problem, who is going to make any money on the infrustructure. Applications? sure lots of profits to those that can figure out the "trends and wants" of the day. But thats like picking who has the hot toy. It just seems to me that as soon as volume warrants it. Micron/intel/txn/ARM etc. make the chips, Sony, dell, philips, maytag, ge, nokia install the chips. Nothing proprietary.



To: TigerPaw who wrote (4353)5/20/2000 2:39:00 AM
From: Scott C. Lemon  Read Replies (2) | Respond to of 5853
 
Hello TigerPaw,

> I think you may be overlooking Bluetooth'l largest
> volumes,

I apologize if i was not clear ... you are right that there are applications, but I see the ones that you listed as lower power, and very short range.

> Remote to TV

~30'?

> Opener to Garage Door

this one is longer ... you think it will replace the simple systems in use today? I'm curious why Bluetooth?

> Headphone to walkman

Similar to "headphone to cell phone" ... <30'?

> or museum guide, or movie language

Yes ... these are short distance apps ... IMHO.

> Stereo to speaker in the back of the room.

I'm curious of distances and data rates required, this might work ...

> Stereo Amplifier to Tape Deck.

Again, this is short range, and low data rates, IMHO.

> Friendship bracelet to stranger's friendship bracelet or
> blind date bracelet.

So this will be interesting ... I see 802.11b starting to appear in this space already. With the coming revolution in wearable computers, I'm betting on these "specialty" items as being a passing fad ... a couple of years. But that is purely my opinion ... I am expecting a larger adoption of wearables in the next 1-2 years ...

> One toy to another toy.

Could be ... but I'm thinking that 802.11b will even start to enter here as the more sophisticated toys will want PC interfaces ... they will be "Internet Addressable Toys", IMHO ... ;-)

> In short, I think consumer appliances will account for
> far more Bluetooth usage than will information and
> business uses.

I believe there will be applications, and I think that we actually agree more than disagree. I apologize if I was unclear on where I see it fitting. I do not see the "high power" version of Bluetooth taking off ... but the low power version will have it's places ... IMHO.

P.S. My main emphasis was intended to indicate that I believe a *huge* volume of 802.11b networking hardware is about to be sold ... and that the numbers could pick up quickly ... and that I have isolated a company that, IMHO, might do very well ... Intersil (ISIL). I also intended that everyone should do their own DD, and that I buy what I like ... and I like 802.11b. ;-)

Scott C. Lemon