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

To: elmatador who wrote (7641)	7/16/2000 1:11:18 PM
From: axial	Respond to of 12823

Hi. elmatador - Thanks for the clarification. Okay, this takes us back to things we were discussing a couple of months ago. There appear to be two possible models emerging: the first would be where there is a buildout/evolution from present infrastructure towards 3G and 4G. The second would be the possibility of setting up an integrated mobile/fixed wireless network, using fiber backhaul, as a domain. It only meets the existing infrastructure at the cross-connect. Within this domain, 4G standards could be achieved. It goes one step further than you do: skip 2G, and 3G: go right to 4G. Won't work? Well, it will if you can get the fiber coverage. I have some evidence to believe two such domains will be set up soon. One is a Formus network in Europe, encompassing 40 European cities. In part, I'm guessing their fiber backbone would be Teleglobe. I suspect the HiperLAN2 spec will dominate the mobile component. The second would be the 4GNT domain, in the United States. I'm not sure where the backbone will come from, here: a number of possibilities exist, including Telia's unlit fiber, or Telia/Teleglobe. 4gnetwork.com My point is, why would a user who could link his enterprise to such a 4G network even bother migrating upward, through 2.5G, and 3G over 5 or more years? Why not just jump ahead? The pressure then placed on owners of traditional infrastructure is significant (if the gambit works). The new technology starts eating their lunch. I agree completely with your remarks about buildout from traditional infrastructure. That is why I think AT&T's recent decision to go straight to EDGE with WOFDM is a wise one. I'm not so sure on how the CDMA buildout will go, from traditional infrastructure to 3G: in any case, the expense is huge, TDMA or CDMA. Regards, Jim PS - Some of this stuff is brand new, and a lot of my remarks are extremely speculative.