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

To: Frank A. Coluccio who wrote (3643)	8/11/2001 10:11:27 PM
From: axial	Respond to of 46821

Hi, Frank - "In the meantime .b will continue to grow at its own pace in the end user spaces it now occupies - including enterprise work group applications - while missing out on other opportunities of a different, often much larger, kind, on a per-implementation basis." Exactly! .b has stolen significant market share, and will retain it until .a and later variants get reliable transmission/reception and ubiquity: to me, that presupposes a very dense national outdoor service, coupled with pervasive indoor LANs. There are some significant infrastructure costs here, not to mention the high costs in first-run CPE. "But many of the larger pending initiatives that I've been made privy to will be stalled, probably indefinitely, until the likelihood of successful drive-by attacks are thwarted, or greatly diminished" Yes, "the tragedy of the commons" to which you referred upstream. Much is at risk, here. To be fair, though, the danger is just as threatening (perhaps more so) to 2.4 GHz 11.b. Perhaps the impact of OFDM-based LANs - combining voice, data, internet connectivity and profitability - will be more strongly felt in a patchwork of radio LANs with national roaming agreements, in licensed frequencies. I have come to believe that without voice, the whole thing is a non-starter. Regards, Jim