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

To: alankeister who wrote (26244)	6/12/2000 11:12:00 PM
From: John Stichnoth	Respond to of 54805

Voice of IP (VOIP) is a done deal. The issue is quality of service--ensuring that voice calls get priority. There have been products already announced that address this. With VOIP, convergence is inevitable. People will want just one provider for all their communication and media. I don't know how big the Norsat ODU is. I had assumed that it is the same form factor that Directv is using now. (Maybe that was a mistake. It would be very disappointing if it was larger.) I don't know which broadband Last Mile alternative will be best. Different circumstances will lead to different decisions. We are still a ways away from being able make a choice over the sat and cellular data alternatives. We don't know how they will spec out as actual service offerings. We don't know costs. We don't know reliability. There certainly is a lot of room for improvement over present DSL and cable offerings, from what I hear. Re latency: If G* can make it with its current generation of sats, the second generation will have broadband data capability. Then, latency problems will disappear. This is also the aim of Teledesic, presently pretty much on hold but backed by Craig McCaw who has just grabbed control of ICO. So, there are LEO data sats on the horizon.