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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: John Stichnoth who wrote (26236)	6/12/2000 10:25:00 PM
From: alankeister	Read Replies (1) \| Respond to of 54805

RE: Braodband Sat/Cellular broadband John, I'm not familiar with Norsat but I will investigate them. In the press releases you posted, I saw no mention of VSAT or Very Small Apeture Terminal which are appealing to homeowners because they are small dishes. Gilat's patent is for two way VSAT. Again, I will look into it more. The issue is what will be the "Last Mile" service of choice for someone wanting to get on the internet? Gilat is targeting rural areas with their "Gilat-to-home" broadband service. Hughes/DirectPC seems to be marketing to everyone. I think DSL, cable, and wireless are superior when they are available. Anyway, the market is probably big enough to support high growth for many companies and all types of access. I think you are right that most people will use only one access method. What do you think the future holds for "Voice Over IP"? Cisco and others are investing in it. If we find ourselves in a bandwidth rich environment as Gilder predicts, I can imagine a scenario where VOIP dominates voice communication and the telcos die off. It doesn't seem unlikely for cellular to be the last mile for voice, converted to VOIP at the cell. I have also heard talk of data transmitted to homes and offices over the power grid. There are a lot of interesting possibilities. The only thing I know for sure is most homes will have some type of broadband access in the not to distant future. BTW - Voice over IP won't work well over satellite because of the high latency. - Alan