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Technology Stocks : METRICOM - Wireless Data Communications -- Ignore unavailable to you. Want to Upgrade?


To: land_cruisin who wrote (2588)11/13/2000 9:45:37 AM
From: Rich Wolf  Read Replies (1) | Respond to of 3376
 
Omnisky/Metricom news from Comdex:

biz.yahoo.com

OmniSky and Metricom Collaborate on High-Speed Mobile Internet Services for the Microsoft Pocket PC Platform

LAS VEGAS--(BUSINESS WIRE)--Nov. 13, 2000-OmniSky Corporation (Nasdaq: OMNY - news), the award-winning provider of branded wireless Internet and e-mail services for users of handheld devices, and Metricom, Inc. (Nasdaq: MCOM - news), a leading high-speed wireless data company, today announced plans to trial the OmniSky service over Metricom's Ricochet(TM) network. This is the first trial of the Ricochet network for handheld devices to be announced, and is aimed at extending the OmniSky service for the Pocket PC platform to the fastest wireless mobile data network on the market today. Leveraging Metricom's Ricochet broadband wireless network, OmniSky expects to be able to offer Pocket PC users significantly faster delivery of e-mail and complete Internet content, producing an even more robust user experience.

OmniSky plans to trial its wireless Internet service on the Ricochet network using the Compaq iPAQ Pocket PC beginning in the first half of 2001. The Ricochet network represents a significant performance advantage as well as additional mobility and coverage areas for OmniSky users, further enriching the OmniSky experience. The combination of the OmniSky service over the Ricochet network promises to uniquely optimize the Pocket PC platform, producing a powerful experience with rich media, file attachments, streaming video and fast content downloads.

``True to our strategy, OmniSky has expanded to multiple platforms and multiple devices - and now we are beginning expansion to multiple networks,'' said Patrick McVeigh, OmniSky chairman and chief executive officer. ``Expanding first to the Ricochet network - the world's fastest wireless mobile network - is a significant move for OmniSky. This collaboration with Metricom presents a mutual opportunity to develop enhanced services and reach out to new customers, it also holds tremendous potential for enriching OmniSky's already best-in-class user experience.''

``The combination of Pocket PC, OmniSky and Ricochet will bring the rich experience handheld users have been craving,'' said Timothy Dreisbach, chairman and CEO of Metricom. ``Our newly formed relationship is the opportunity for both companies to continue to push the mobile computing frontier and bring new capabilities to the increasingly critical handheld user market.''

``The speedy performance of Metricom's Ricochet network combined with OmniSky's service means Pocket PC users can be mobile, working wirelessly at speeds they're used to from their desktops,'' said Rogers Weed, general manager, Mobile Devices Division at Microsoft Corp. ``Because the Pocket PC platform offers the power to do things like access the Internet in full color and read Word and Excel attachments in e-mail, users can be truly productive wherever they are.''

OmniSky launched its highly successful wireless Internet and e-mail service in the United States on the Cellular Digital Packet Data (CDPD) network one year ago. The trial of the OmniSky service running the Compaq iPAQ Pocket PC on the 128 kbps Ricochet network is an opportunity to explore new methods of wireless broadband content delivery to handheld devices.

At performance levels rivaling wired connections, Ricochet mobile access delivers an end-user experience that is five to ten times faster than current networks for the PDA. Users of the Ricochet network can view and download full Web content, send and receive email with attachments, link to corporate intranets through Virtual Private Networks (VPNs), and use applications, information and services at high connection speeds with flat-rate pricing and always-on connections. OmniSky is the first company to announce trialing the Ricochet network for the handheld device.

About Metricom Inc.

Metricom, Inc. is a leading high-speed wireless data company. With its high-speed Ricochet mobile access, Metricom is making ``information anytime'' possible -- at home, at the office, on the road, and on many devices. Founded in 1985, Metricom has spent more than 15 years on the development of its distinctive MicroCellular Data Network (MCDN) technology. That experience has enabled Metricom to develop the fastest wireless mobile data networking and technology available today. Ricochet has been operating since 1995 at speeds up to 28.8 kbps. The new Ricochet, delivering user speeds of 128 kbps, is currently available in nine markets and is connected to the 28.8 kbps service areas to increase coverage for mobile professionals. Coverage will continue expanding, and is targeted to reach 46 markets.

....



To: land_cruisin who wrote (2588)11/13/2000 9:46:15 AM
From: rrufff  Read Replies (1) | Respond to of 3376
 
What a great post. Thank you for your efforts.

As I've posted here, the short on this board, guru wanna bees, have nothing but FUD to project here. Problem is that it works in a market that is crashing. They are very close to a bottom and although I admire the brass, they will lose or get BrownFingers from shorting and playing at the bottom.



To: land_cruisin who wrote (2588)11/13/2000 10:09:41 AM
From: John Curtis  Respond to of 3376
 
Land_Cruise: Thanks for an EXCELLENT, cogent summation of MCOM particulars as it relates to the technical aspects of their communications advantage. It should be posted everywhere, as it'd help dispel some of the "smoke & mirrors" of the opposition.

Be that as it may, meanwhile I see MCOM's getting taken down first thing this morning due to general market angst. This might be a perfect set-up for a bull trap. But we'll have to see how the next hour or so of trading goes.

Bottom line? Do you think things could be any more uncertain "out there" in the market if they tried? Looking back over the past couple of months I've got to say this has certainly been one of the more "interesting" periods in recent market history. It started off with PC/semi-conductor problems. Then the market waltzed right into oil and Euro problems, then Mid-East violence. From there it sequed directly into the current political mess. It's been one "fun-packed" experience after the next.....so what do you think comes next? My bet is the dollar takes a massive hit because the politico's just can't stop squabbling like unbridled school-children.

Yeeesh....who'da thunk any of this waaay back in January.

John~



To: land_cruisin who wrote (2588)11/13/2000 7:15:43 PM
From: Rich Wolf  Respond to of 3376
 
OT land_cruisin, thanks for taking the time to break out the spec differences.



To: land_cruisin who wrote (2588)11/15/2000 5:00:08 PM
From: Caxton Rhodes  Respond to of 3376
 
Land crusin- Thanks for the thoughtful response. I am investigating further.

Caxton



To: land_cruisin who wrote (2588)11/15/2000 7:28:16 PM
From: mightylakers  Read Replies (2) | Respond to of 3376
 
To land_cruisin:

First of all, I have to make it clear that I'm not investing in MCOM. Nor did I spend time in studying their technology therefore I'm not qualified to make any comments regarding their claims in the white paper. My friend Caxton pointed me to your message and as he said he doesn't really care about MCOM's claim, just my opinion about your assessments about HDR. So please treat this post as a discussion regarding HDR and nothing else. I may or may not spend more time into MCDN in the future however that would be a different issue.

Now I would like to comment on some of the points you made in that post.

1) In short, you may be receiving 144kbps from a CDMA tower, but if you were to do a bandwidth test, you may find that you are only receiving 56kbps of actual internet data, which is all you care about.

Absolutely, how ever I think you should know that internet traffic can be very different from different applications such as FTP, Web surfing, Email, voice/video streaming etc. They all have different traffic characteristic, QoS, overhead etc. Therefore I have never seen anybody, I mean anybody ever try to give their customers what should be the real data throughput other than the Raw data speed. Because simply put, that's impossible to do.

2) There are time gaps between your packets that when accounted for, will dilute your sustained data rates. By quoting burst speeds, you can pretend that those periods of DEAD TIME, where no data is passed, don’t exist. In the real world, quoting burst speeds inflate your data rates by 15% or more..

And that's the nature of internet data traffic, which is bursty all the time. HDR's claim of peak rate quote is rather about what's the max speed you can get, which is also a very important parameter of your system.

3) Theoretical numbers mean nothing because the ideal conditions that they assume never exist. Theoretically, a 1.25MHz CDMA channel can support 64 voice users. In reality, it often tops out at 20 users. Limitations of the electronics as well as adverse RF conditions stemming from multipath, a noise floor, and fading will drag down your numbers.

Again good point although I'm not sure about that 20 users tops out part. One thing I would like to point out is that it's all about statistics, which itself is a meassurement of what would happen in the real world in most of the cases. Throughout that white paper and your post, worst cases are often brought up to attack HDR, which, I would say is another way to confuse people. Although I would say the performence of a wireless system is really depends on the radio environment. No doubt about it.

4)QCOM tries to insinuate otherwise by saying that there should be a 50-100% increase in voice capacity with 1X but this is pretty sketchy based on their reasoning and even the CTO of AT&T Wireless has questioned this. I think Moore’s Law has spoiled people into thinking every technology will increase in performance exponentially. Unfortunately, increasing spectral efficiency is much harder than increasing the number of transistors on a computer chip.
The spectral efficiency is improved due to better encoding, power control, modulation etc. Remember CDMA is a game of power, with all multiple methods you lower the interferences between users therefore the increased capacity. Keep in mind that CDMA itself is still in its evolving stage, cdmaOne is far from perfecting the CDMA technology therefore there are still a lot of rooms for improvement.

As for AT&T's comment. I think you, as obviously putting your time into CDMA study, should know how much of credibility they have as far as CDMA concerned:-)

5)Your comments about 1x etc(pretty long comments). Again you tend to use worst case scenario to conclude its capacity and speed etc, please see my point 3) and 4). However in recent trial with SprintPCS and Samsung. Qcom demonstrated 35 voice calls and 144Kbps simultaneously. Also please keep in mind that this is still the early phase of 1x, which is not fully implementing some of the features in CDMA2000 such as number of Supplement channels and certain modulation scheme. Therefore I think the capacity and throughput will more than likely go up in the future.

6)About your HDR comments(also a little longer than I want to copy here). First of all, that 600Kbps is NOT Lab data but rather OTA number in a very real radio environment(some even very tough)with very realistic mobile user environment. The theoritical 2.4Mbps max speed is no doubt the peak and max rate. Also keep in mind that it's only about one sector for a tower. As for your comments about users take roud robin etc. As you and I both know, we use throughput to describe internet traffic rather than individual user. This is the case when you are talking about a LAN, a router, or even a computer bus. There got to be some kind of multiplexing somewhere. And I think your own "DEAD TIME" example should come pretty handy here. As for how HDR get off the ground, Korea and Japan have clear objective in when they will start the service. The networks upgrade can be real cost effective, it really depends on the market and capacity demand. Oh and another thing, HDR just got standardized, which is why it picked up great momentum lately(such as Nortel fully engagement).

6) Bottom line, MCOM’s quote of 128kbps uses none of the “cheats” mentioned above and the latencies are comparable to that of DSL or cable and far better than the latencies you would see with dial up, 3G, HDR, or any other voice based technologies. Instead of “killing” Ricochet, I’d bet that 3G and HDR will bring it more respect when people see how poorly the competing technologies really perform when/if they show up.

As I said since I'm not familiar with MCOM technology so I'm not qualified to comment on that 128kbps is really all- time-bad-or-good-environment-no-matter-how-many-users-and-after-raw-data.

Oh and BTW, HDR is not voice technology, and that's why we have HDR.



To: land_cruisin who wrote (2588)11/21/2000 12:11:36 PM
From: Caxton Rhodes  Read Replies (1) | Respond to of 3376
 
Here is the response I received from Qualcomm. FWIW, the woman who wrote the report, Elizbeth Steels, has not returned my calls.

The joint panel was held at a Goldman Sachs conf on Nov 15.

Caxton

Dear Mr. Rhodes,
We do disagree with the report, as you and I discussed, and we brought it
to the attention of Metricom last week when we were on a joint panel
discussion. Rather than get into all of the specific details, the essence
here is that we have publicly demonstrated peak data rates of 2.4 Mbps and
1xEV just became a TIA standard - that's pretty strong evidence for the
market.

And remember the following for 1xEV:
- uses licensed spectrum
- same coverage area as CDMA IS-95 today -- an average cell (one three sector config) will cover
12 square miles (quick math -- one cell site versus 60 metricom installs for 12 sq mile coverage)
offering WAN (wide area network) coverage.
- offers 2.4 Mbps peak rate and the 700 kbps average

The air link is a shared medium, and the 700 kbps is what we consider will
be the "average" throughput users will experience in a fully loaded
sector. The full power of the base station will send bursts of data to
individual users -- thus in a given milli-second, someone who is in
coverage that can receive 2.4 Mbps peak rate will do so. (there's actually
a chart included in the white paper noted on the following link that gives
a distribution of what percent of users can receive what peak data rate.)

You may want to refer to our airlink overview at
<http://www.qualcomm.com/hdr/pdfs/HDR_Tech_Airlink_080900.pdf>

Regards,
Nancy Linke
Senior Manager
QUALCOMM Investor Relations