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To: GVTucker who wrote (181217)	5/17/2005 12:54:28 PM
From: The Duke of URL©	Read Replies (1) \| Respond to of 186894

It is not all intel: mobileinfo.com ...Caution - An uphill battle with the established cellular networks Despite the technology's potential, AT&T's Henry says, "Radio routers face an uphill fight against the entrenched cellular businesses." Cellular providers are much bigger and better established companies, he explained, and cellular service appears like a safer investment to many managers. Radio-router technology, on the other hand, might seem exotic and thus might not attract big infrastructure investments, he said. Other caution is that Flarion's air-link interface introduces yet another standard and it will face usual battles and delays in getting components built to match Flarion's reference designs.

To: GVTucker who wrote (181217)	5/17/2005 8:50:21 PM
From: steve harris	Read Replies (1) \| Respond to of 186894

Intel failed at switches and routers and cute cameras for the kids, so I would hope Intel has a different strategy for WiMax...

To: GVTucker who wrote (181217)	5/18/2005 9:20:14 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

GV, another way of looking at this is - would you invest in Flarion and if not, why not. Btw, what's their mkt cap? Doesn't hurt if Cisco has a back up plan if someone tries to get tough with them, but so far no one has. RE: "But Cisco knows that Intel is looking for revenue points outside of microprocessors" You grow revenue by increasing opportunities, not dragging your partners in the dirt. Intel sells chips and platforms and nothing beyond this. Intel needs Cisco to focus on performing. I'd say Cisco has other concerns than Intel. Intel's networking skillsets absolutely aren't anywhere near what they would need to be to grow into Cisco's area. Intel is a manufacturing company that assembles, tests and simplifies things. Cisco innovates and expands solutions. The game is over when Cisco stops innovating. The move towards platforms does represent maturing, but it also provides a standard platform to which a company can innovate and focus on newer things. Is Cisco situated to invent around new platforms? I see some smaller public companies growing like mad, and you can't help but wonder, why isn't Cisco grabbing their share? I remember back when Cisco was worried MS software would do away with the need for routers. Who cares if the low-margin bottom is clipped off, as long as your innovation takes you to the next level? Amazing how much innovation Cisco came up with between then and now too. The concern would be if a wimax/wifi deployment cuts Cisco completely out of the equation. Currently, am seeing more need for more Cisco gear because of wifi. Am I wrong? I don't know wimax so have no opinion - if wimax cuts off dsl/cable, the question there would be what does Cisco sell in that world that wouldn't migrate? edit Saw your next post - will respond here - my question wasn't about the early investors, but about follow-on investment. Regards, Amy J

To: GVTucker who wrote (181217)	5/19/2005 8:03:09 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

"His comments made me think that the vendors like IPWireless and Flarion might pose more of a threat to WiMax than the WiMax camp might perceive. This is a pretty significant European mobile operator I spoke with and if that’s how his company feels about WiMax, others might too. If the vendors like IPWireless and Flarion manage to attract enough customers, the price of their equipment will drop, just like the price of WiMax equipment will drop with volume. The operators may gamble on which equipment will drop faster. " By Nancy Gohring wimaxnetnews.com (Carl, Thanks for the link to Euro blog.) It sounds like Flarion's success is catch-22: equip $ drops only if there's sufficient volume. What does VentureOne say about their valuation? Regards, Amy J

To: GVTucker who wrote (181217)	5/19/2005 9:24:32 AM
From: Amy J	Respond to of 186894

edit

To: GVTucker who wrote (181217)	5/20/2005 4:58:05 AM
From: Amy J	Respond to of 186894

I don't like Flarion because they are selling a mobile broadband chipset - chips are Intel's business. And they are making claims their IP offering can go nationally. (But their beta only goes a few miles.) The gating item on 3G has always been speed for the developers. Do you know what their claims are for an individual user's thruput speed when many users are online? Do they have a guaranteed minimum degradation speed, as their regional users go online and consume frequency for data transmission? If it is truly IP-based radio, they are still back to square one with frequency issues, where there are limitations in coverage. Density / coverage issue. The issue they have will be deployment. They are claiming they have national coverage when they actually don't. The steps to get national coverage are so simple they can just claim it? I would doubt it. The article said this was a threat to Wimax. If Flarion's national coverage claim (cities and rural areas) is actually valid, then they are a threat to wifi too, and if they are a threat to wifi, then Intel needs to take them out rather aggressively and immediately. Regards, Amy J