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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: areokat who wrote (53087)	11/20/2002 6:10:30 PM
From: Mike Buckley	Read Replies (4) \| Respond to of 54805

Kat, Cell phones, pdas,palm PCs, tablet PCs and all the other devices that are coming out will be jammed with chips that provide access through all of this stuff-WiFi,Bluetooth,CDMA and whatever else is invented in the next 15 seconds. If I have one of those devices and I don't have access to a CDMA network, a Bluetooth network, a WiFi network, or whatever, it doesn't matter what the device is enabled with. To simplify my point, if I were to go out tonight and buy a WiFi-enabled device (I can hear Eric laughing! :), I wouldn't be able to use the WiFi capabilities because I don't have WiFi in my home, don't know if any of the three airports near my home have installed a WiFi network, and even if Starbucks has, I don't drink coffee. Paul, [WiFI has won a] large customer base. WiFi will be the enterprise wireless standard so people will have devices that are WiFi enabled at work. WiFi is the home wireless standard and people will have WiFi enabled devices at home. For me, your assertion (which I agree with) that WiFi "will" be the wireless standard at home and work is proof that it hasn't yet won that battle. More important, though, is that it's a standard involving a distance of only about 300 feet. Beyond that, there is no mobility. Only when WiFi becomes ubiquitous both at home and the office will the mobility issue be addressed. Even so, WiFi won't do diddly squat for the family travelling in a car or on an airplane that wants to access the Net to keep the kids quiet. (Wow! I'm really getting out of my league, talking about technology as if I know anything about it and talking about kids as if I ever had any.) And saying that there are a lot more WiFi-enabled devices than CDMA-devices is like saying there are a lot more sauces in the grocery store flavored with soy than sesame. They're all complementary, not competitive. I've never understood the notion that WiFi competes with CDMA. Fortunately, Dr. J & Gang agree that the two are entirely complementary. I think the probability of CDMA having a leadership position in wireless data (as opposed to 'data-enabled cell phones') is zero. I don't understand the distinction, especially if you replace term, data-enabled cell phones, with data-enabled fixed and mobile hardware. --Mike Buckley