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To: Rajala who wrote (16520)10/15/1998 2:39:00 AM
From: jpbrody  Respond to of 152472
 
"Limited mobility" can be determined in many ways. First we have the pure WLL concept, the POTS of the digital world, the still born brainwave of a MBA who was good on business plans and statistics but had no common sense. Cost: the same as mobile network, benefit: that of a fixed phone. Concept: lousy. Target market: the worst. Is there business: yes. Potential: lousy.


Rajala, I'm not sure if you were ripping on WLL there or the Limited Mobility concept. The reason WLL is going to be a huge hit is that in many parts of the world there is no choice of having a fixed phone. The phone lines are run by the local government which may be either incompetent, corrupt or just undercapitalized. Whatever the case, there is a well documented pent up demand for phone service. People want to be able to communicate and they can't. (If you were ripping on "limited mobility," I might be on your side. It seems like a marketing ploy to me.)

By the way, someone who posts who (can't remember who) is really into orthogonal function, right? Just in case you didn't make it to the end of the the CDMA2000 spec (walt posted the link at itu.int ) there's a section on quasi-orthogonal functions.

Here's an excerpt:

Annex Q.

Quasi-Orthogonal Functions QOFs are functions that are generated by multiplying Walsh code set by a specific masking function. Using this technique, a set of Walsh codes and a single masking function can be used to generate a Quasi Orthogonal Function Set (QOFS). . .


--
Jim



To: Rajala who wrote (16520)10/15/1998 12:40:00 PM
From: bananawind  Read Replies (2) | Respond to of 152472
 
Rajala,
You are entitled to your opinions on the merits of limited mobility wireless service, but that was not what I asked about. I asked,

...can you point us to your sources of market data suggesting this to be the case?

Harvey White has gone on record that he thinks there is a market, and he has just put $20 mil of LWIN shareholders money on the line, apparently at least in part to test the market for limited mobility service. Do you think he did so with no market research?



To: Rajala who wrote (16520)10/15/1998 10:14:00 PM
From: Drew Williams  Read Replies (1) | Respond to of 152472
 
Rajala, I've been banging my head against the wall for some time on this WLL concept, too. I suppose I just don't get it either.

What seems obvious to me (so it has a slightly better than even chance of being correct!) is that it costs less to build wireless infrastructure than landline, assuming you are starting essentially from scratch and all other things being equal, which they're usually not quite. No worries about trenching wire, digging up streets, right of way -- all that messy last ten miles stuff. This is the basic concept that made me interested in investing in Qualcomm, Globalstar, etc.

What is less obvious to me is that there would be any significant cost advantage in manufacturing and installing a WLL system instead of a standard issue CDMA cellular/PCS system covering the same geography. Is WLL more spectrum efficient? Are royalties, taxes, or other costs that much different?

I don't know, but my guess is that similarly featured WLL phones and CDMA (even GSM!) phones are not going to cost that much different to manufacture once they get to the point of making millions per year of each. The service, of course, will cost exactly as much as the market will pay, which will vary depending on lots of different factors, but I would be surprised if there would be all that much intrinsic difference between the two.

The question then is why someone would pay $X.00 for WLL and not pay $X.00 or even $X.10 for CDMA?

Of course, what I really think is that everyone should be putting in their orders for Globalstar phones today! So you can see what I know!