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

To: Win-Lose-Draw who wrote (76405)	6/9/2002 10:34:19 AM
From: Steve Lee	Respond to of 99280

Is wifi going to be beefed up a bit? In its current specs, if a bus passes between you and the access point, your connection is gone. Walls aren't a big problem so long as they are not metal, but the low range makes setting up a true mobile net very difficult. OK for libraries and parks tho.

To: Win-Lose-Draw who wrote (76405)	6/9/2002 1:43:43 PM
From: mishedlo	Read Replies (1) \| Respond to of 99280

Who has the rights to WLAN? Are you saying Sprint? I take it is not QCOM and gets around QCOM patents 100% for sure? What does it take to deploy? M

To: Win-Lose-Draw who wrote (76405)	6/9/2002 8:34:11 PM
From: Crossy	Respond to of 99280

Win-Lose draw thx for your reply. It's right now an argument who will be the losers in the battle. You are right, QCOM would be a loser as would be hardware, infrastructure supply and component firms that heavily banked on 3G and forgot to cope with all other wireless niches (WiFi, satcom etc.) Back you up that PCS type of firms won't be the losers. I would consider however 3G carriers to be losers. PCS to my knowledge is usually 2G and 2.5G (maybe I'm wrong with this assumption but I think it's correct). Some 3G licence holders (think German Telecom / Voicestream holds both a 3G licence in many markets, PCS licenses plus they plan WiFi mass deployment). In this case it means that those firms should prepare for an "exceptional asset writedown" in the upcoming future. Maybe the FCC however will be able to counter that and re-align the UMTS wavelength to better use ! (say expanded WIFI ? or LMDS/MMDS channels ??) Funnily, if this trend continues then WiFi/WLAN will become a threat to the entrenched monopoly path of ILECs - the last mile. Forget the co-location frenzy and line sharing. CLECs will have another route to willing customers with this approach. Finally a tool there to give them the boot. Another reason why I like it so much.. rgrds CROSSY