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To: Saturn V who wrote (181191)5/16/2005 6:07:21 PM
From: The Duke of URLĀ©  Read Replies (1) | Respond to of 186894
 
Ah, Baron's. :))

One is immediately reminded of all the great calls they have made over the years. In 1997 (?) Intel had the privilege of gracing the cover, together with a stock price prediction....which took them three years to achieve.

But this guy is lost.

He is confusing voice with data.

Note his discussion of cell phones and calls mixed in with well, whatever seems to come to his mind:

"While WiMAX is only at the zygot stage ***, cellular is full grown. Cellular handsets cost less than the computers needed for WiMAX. Service charges for WiMAX will exceed the monthly $10-$15 average revenue per user that cellular operators are getting in emerging nations."

I have a Verizon gizmo that costs 70 bucks that plugs my cell phone into my laptop and transmits at a whopping 14K. I can get one that transmits faster but then I need them as an ISP and an account that costs $80 a month.



To: Saturn V who wrote (181191)5/17/2005 8:13:05 AM
From: Amy J  Read Replies (2) | Respond to of 186894
 
The person with Consumer Volume makes the Rules.

This is not the 90s: where corporate technology ruled consumer technology. ( Sigh )

It's reversed. Now # consumer units > # corporate units, thus the power shift:

Consumer standards now set corporate user standards.

This means, Cisco's corporate VoIP handsets are powerless to set any user standards in Corporate.

Right now, the cellular standards are winning (even) in corporate VoIP handset arena, ironically Cisco's turf. That's like saying your friend from Finland came into your office and beat you on English. Cellular is kicking VoIP's butts.

But interestingly enough, more ask for wifi. So there's definitely hope as long as the platform costs are AOK and the oem has consumer reach.

Regards,
Amy J