Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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

To: axial who wrote (9750)	12/16/2000 1:42:48 PM
From: slacker711	Read Replies (2) \| Respond to of 12823

Is UMTS really worth the cost of building a new mobile network? Christoffer Andersson at Ericsson thinks so: "Data speed is just a small part of all the advantages of UMTS. UMTS has traffic prioritization, making it possible to introduce a range of completely new services. And the network has a far higher capacity. A typical GSM base station can handle 300 calls, while even the first release of UMTS can handle 2800 calls." I think that this is the only part of the article that addresses the true reason for 3G....capacity. If any of these wireless data services prove to be popular they will overwhelm the capacity of current 2G networks. GPRS is currently being touted as "fast enough" for data services....but GPRS aggregates GSM voice channels to provide that speed. Every GPRS user will be kicking a number of voice users off of the network. The extra capacity that CDMA provides allows it to avoid this dilemma. Slacker

To: axial who wrote (9750)	12/17/2000 3:10:55 AM
From: elmatador	Respond to of 12823

What really happened in the last five years? I am trying to remember XMAS time 5 years ago. Multimedia would take the world by storm. WLL (telephony) was the rage. In the CATV sector nothing was happening in the US pending the Telecom Act of 1996. So CATV companies such as Scientific Atlanta and all were trying to sell CATV gear in other countries. (That's why the buzz word Multimedia came to the fore.) The WTO was discussing liberalization on basic telecommunications. Remember the term Information Superhigway? It is 1995 vintage! By Information Superhighway people thought you would get a blue print and would build a network (it was named GII) anew. Where is GII today? On Telecom 95, Ray Smith, CEO of Bell Atlantic, summarized the changes currently taking place when he said “Soon we will have televisions that can listen, PCs that can speak, and telephones you can watch.” After 5 years I am still waiting for this happen. I know how Japan Inc. operates. I know how German Inc. operates. But I don't know how US Inc. operates. You North America-based guys do. But just to tell what I think goes on in US Inc. Ok, US Inc. has no Keiretsus, no Chaebols, cross shareholding or banks owning chunks in big companies. But you have top brass seating in each other companies' boards. Those guys may not be competing against each other as fiercely as one would imagine. People who has power, and people who have money tend to be very conservative they are not exactly as revolutionary as one would expect. The point I want to drive is: Those guys in CATV. wireless and those guys in the ILECs'; vendors and operators alike, they have a common interest that they may not be willing to disturb the status quo. Hence nothing much happened in the past five years as it will not change too much in the next five. Xmas 1995 I had a dial up connection. I still do today. Hopefully I will be on a higher rate wire (or wireless) in 2005.