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Pastimes : The New Qualcomm - write what you like thread. -- Ignore unavailable to you. Want to Upgrade?


To: Maurice Winn who wrote (5308)9/29/2002 11:50:58 AM
From: waitwatchwander  Read Replies (2) | Respond to of 12231
 
Hi Maurice,

Thanx for the link to the interesting presentations.

After reviewing the RoamAD slides, I get the feeling that Mr. Stoddard et al are very good at marketing and promotion. Everything was professional, focused and made their "proprietary" AD product appear much better than the competition. If they are as good at the technical and financial side of the matter they may have a business.

A few loose ends stirred my mind field:

1) Wireless backhaul ... microwave, meshed 802.11, 3G ???
2) Standard System ... hardware yes ... software ???
3) Capacity ... unloaded yes ... loaded ??? other wi-fi ???
4) Voice ... Hard to see this being as cheap as cdma/gsm.
5) Demand ... Desk Broadband + Mobile Voice = Mobile Broadband ???
6) What Users Want ... an 802.11 card is a "new" device ???
7) What Users Want ... to haul a laptop around ???
8) Assessment Criteria ... only fools compare "skim pricing" with a "wee bit"
9) Assessment Criteria ... Bursty data is the reality ???
10) Best of Both World ... Why are they covering their bet ???
11) Hotspots ... RoamAd is more "in bed" with this than 2.5/3g.
12) End User Story ... Predicts "The Destiny of 3G".
13) Network Operators ... Fear of not being Scalable ???
14) Product Positioning ... Isn't 3g moving towards high utility / low price ???

Interesting that they wish to stay below 3g in price and make their business model work by expanding the market. Price wars are won by fat cows not frisky ponies.

I'm not as convinced as you about the RoamAD Challenge. Then again, we differed about the direction of the price of oil as it bottomed out just before the tech blow-off. Once we get over the w-cdma mole hill, all the advantages of cellular wi-fi can (and will) be translated into 3g offerings.

As we write, we're scrambling to the top of that hill. Coming from a mountainous terrain, I'm sure you know of the challenges of scrambles.

angelfire.com

Cheers, Trevor