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Technology Stocks : The *NEW* Frank Coluccio Technology Forum -- Ignore unavailable to you. Want to Upgrade?

To: axial who wrote (1648)	1/3/2001 12:22:35 PM
From: Lance Bredvold	Read Replies (1) \| Respond to of 46821

Jim; <<"Those people who want wireless data (and Joe six-pack isn't one of them) will likely have a wireless ISP and another device besides the phone." In other words, I see market segregation. And my view of the present spectrum buys, and infrastructure buildout by the telcos is that ultimately it will be their demise. They will be unable to draw sufficient high-paying customers on that little device to recoup their investment. True, the increased capacity that it will give them will serve them well, but there's going to be a lot of wreckage before they are well-served.>> Another device besides that small phone? I agree with you to the extent that the phone in its present form does not serve my data needs at all effectively. However, my presumption is that the other device, probably a laptop or PDA will utilize the mobile infrastructure exactly as a phone does. I picture that as my primary connection to the world though I might have a small phone on the same system which I would carry to the opera (someplace I've rarely gone). The need is for mobility and capacity in my view. A limited mobility with a lot of capacity can be provided in airport terminals through bluetooth, but the minute I'm out of the building, I need something else which provides more mobility. It looks to me like you are separating voice and data in your assumptions and I am unwilling to do that. They are both communications to me and can be mixed in various ways despite the obvious differences in requirements for ordered receipt and immediacy (latency?). I would gather you regard OFDM as a still more sophisticated answer to the capacity and volume problem which I see. And that may well be true though I don't know enough about it to know whether it offers enough additional benefit to justify the rebuilding of a dominant GSM infrastructure. Are you regarding OFDM as a mobile last mile solution in 4G? I am slightly aware of that demonstration put on in California to show its use at highway speeds, but little more than that. Incidentally, Frank mentioned the fact that spectrum is always constraining to do everything one might like to do wirelessly. My opinion is that wireless mobility has to be more expensive than static communications for that reason. A fiberoptic connection to the world from most residences and places of business seems indicated, but a supplementary system of communications elsewhere is also essential. Lance