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: paul_philp who wrote (52486)	8/15/2002 11:56:14 AM
From: Eric L	Read Replies (3) \| Respond to of 54805

Paul, re: 3G pessimism << This is an interview with a guy who shares my opinion about the state of the entire telecom industry. He is even more pessimistic about 3G than me. I think he is more right than wrong. >> I think he is in the right church but the wrong pew, at least in regard to 3G wireless which first and foremost has always been about extending the capabilities of 2G MOBILE wireless telephony. To make cell phones more attractive, the industry came up with 3G (next generation of wireless, including Internet access). That's why so many companies threw money into 3G in Europe. But if you ask what consumers will want wireless for, the answer is they will want it for billions of devices they'll start buying as the price of processors come down. Camcorders, digital cameras, PDAs on steroids, PlayStations. You're talking about adding billions of devices that are intensely video-driven. The problem is, cellular networks will not handle that. So in effect cellular is an evolutionary dead end. 3G doesn't connect those devices. That's not what it was intended to do. He's right, or at least partially right, about one thing, "That's not what it was intended to do". (3G doesn't connect those devices). As has always been the plan, 3G mobile devices will integrate complementary WLAN and PLAN technologies. It's already being to be integrated in 2.5G HSCSD, GPRS, and 1xRTT devices, but the transition has barely begun, and we are just now approaching the inflection point between 2G mobile voice-oriented technology and 3G voice and multimedia data-oriented technology, and we are several years away from broad based 3G implementations. The fact of the matter is that in some instances 3G wireless may be used in fixed and stationary environments, but in the main it will be used in mobile and highly portable environments (anytime, anyplace, anywhere), as it was always intended to. ... but then there is always 4G ... which will be followed by 5G ... which will be followed by ... To say that "cellular is an evolutionary dead end" is a biiiiiiiiiiig stretch, IMO. - Eric -