SI
SI
discoversearch

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 : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?


To: Maurice Winn who wrote (35266)6/22/2003 11:10:07 AM
From: carranza2  Read Replies (1) | Respond to of 74559
 
You inadvertently pointed to the problem--with WiFi being so cheap, how will it make money? How will it justify the infra and other capex costs?

I'll grant you for purposes of argument that there will be plenty of future abracadabras that will allow it to provide service over a larger geographical range, and that outfits like RoamAD are simply the beginning of the WiFi story. Nevertheless, given the revenue structure you pointed to, how is the capex going to be justified?

Also, you've no doubt noticed that RoamAD's speed will not compete with DO's. Until there is speed, large scale WiFi networks using similar algorithms developed by RoamAD will not be competitive.

We'll see. Jury's still out.