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.

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

To: Greg S. who wrote (37398)	1/3/2001 1:26:50 AM
From: tinkershaw	Read Replies (1) \| Respond to of 54805

On the business side, Metricom has signed up major resellers, including UUNet, Juno, and MCI WorldCom (who are also investors). G, Still a very bruised spot, but the above statement fits the Globalstar business model to a T. In fact Globalstar's distribution chain was and is much larger and the investors in hawk for a lot more money as well as spending their own money in building the gateways as well as the phones. Metricom is and will be a niche. It may make it in one or two cities due to the idiosyncraties of a particular location, but it will never cross the chasm IMHO. Not only will CDMA 3G begun to become ubiquitious in the next 3 or 4 years, it will also involve your cellular phone. A device you will take with you regardless. A Ricochet modem is just extra baggage. In addition, as laughable as it has been, I still do not believe that I have been wrong about Globalstar. Globalstar will succeed and maybe just about 2003 and 2004. Globalstar can and will offer data EVERYWHERE (where traditional 3G doesn't reach) using a Qualcomm modem at 128 Kbps by 2003. Currently it is the pitiful 9.8 kbps. Thus Metricom looks like an interim technology which has little switching costs and few product benefits in comparison to substitutes. As neat as it is, that is the way I see it. Metricom will never cross the chasm. Tinker