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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: SirRealist who wrote (76399)	6/9/2002 9:14:53 AM
From: Crossy	Read Replies (2) \| Respond to of 99280

SirRealist, re: Cellular/Wireless.. be careful with wireless suppliers & carriers, especially with those that took up huge debt in order to acquire 3G/UMTS licences. It may be a futile exercsise. There's a highly disruptive concept called 4G wirelss or "WLAN" which in essence is a bottom-up concept of wireless data over UNLICENSED spectrum. Anyway, WLAN may give you in metropolitan area rates between 10-50 Mbit/Sec. And remember all over unlicensed spectrum. There's even a more capable technology, also unlicensed spectrum available called UWB. From a "usability" standpoint 3G gives you voice AND data. Data at 1Mbit/sec. WLAN gives you a multitude of that, ok right now only in hotspots but imagine a 2G carrier (GSM, CDMA, TDMA) to augment its network with WLAN signal. So 2G+WLAN > 3G in terms of performance but it costs as no spectrum licenses need to be acquired.. WLAN is highly disruptive, 3G/UMTS is another constructivist poster child. It may end up in the trash sooner than most think - e.g. it may never reach ubiquitous deployment.. To me this looks like Ethernet vs. ATM for LAN applications. ATM was a constructivist poster child - it reflected a "telco" mindset. Ethernet was the gear and protocol that corporate networks and soon soho lans were centered about. Guess who won that battle.. So yes, it might pay to look for companies that have to offer building blocks (components) for WLANs. I identified some more speculative ones like MLIN and MRM... best rgrds CROSSY