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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Bill Cotter who wrote (39782)	6/21/2003 3:06:24 PM
From: Johnny Canuck	Respond to of 71541

Hi Bill, The difference between North America and Europe is the people pay a bit tax to connect to the internet. So adding another expense of top gets a little expensive. That is what will limit it pick up by the general public also. Free acess is fine, but nothing comes for free. Even now in North America, how many non-business people do you know that have laptop computers as opposed to desktop systems. Student might, but can they afford to pay for WiFi connectivity. You can see this regional difference in technologies like DSL and ISDN. Euorpe adopted DSL and ISDN early. North America were laggards at deploying the technologies. Even now cable exceeds DSL in North America. WiFi makes sense for business travellers as it lets them get work done while on the road. Given the high cost of travelling on business, it is important to maximize your productivity. On the other hand WiFi still has not solved the security issue. I would certainly not be sending a sensitive contract by WiFi. A landline is simply still more secure. Till they solve that you will probably only see sales reps or technical support people using WiFi. WiFi makes sense for wireless enterprise applications also within buildings as it reduces the amount of cable that needs to get run. In a large building that is a lot of infrastructure cost. I think that has been most of the market for WiFi so far, don't quote me on that though. I remember seeing WiFi being promoted at CES 3 years ago and it still have not taken off. That article is a little pessimistic in my opinion, but it does bring up the interesting fact that WiFi has been and will be slow to deploy. I don't expect a big explosion of deployments as opposed to a slow creep. Remember business is still depressed right now, everyone has to justify any investment by showing obvious returns in a short period of time. WiFi simply is not showing that right now.