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

To: Mike Buckley who wrote (53129)	11/21/2002 2:46:07 PM
From: paul_philp	Read Replies (2) \| Respond to of 54805

Mike, What JAPG says is true but his conclusion speculative. First, 802.11 and 802.16 are different standards that solve different problems. 802.16 is designed to the wireless MAN standard. It is competition to DSL and Cable. The air interface is not compatable with 802.11 as of now. There is nowhere near enough industry support now to assess the commercial viability of 802.16. It is, as we say, pre-chasm. 802.16, in my view, makes it affordable to get the bandwidth out the 802.11 networks. This makes it easier and cheaper to buildout the 802.11 infrastructure. I don't see 802.16 to the end user device as a practical threat. Here is an overview: planetanalog.com Another development to watch is the WiFi Mesh Network: eetimes.com ece.ncsu.edu As I said, there are many large interests investing a lot of money to change the speed,power,distance and mobility tradeoffs of todays technology. WiFi and CDMA are through the chasm and building up strong value chains today. Ultra Wide Band is a technology that will get hot in 2003. Here is a good Scientific American article on UWB: sciam.com The word 'wireless' has become like the word 'computing'. To broad to be meaningful on their own. Paul