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To: Maurice Winn who wrote (3344)	3/10/1999 9:22:00 AM
From: Larry L	Read Replies (1) \| Respond to of 29987

Maurice: You are truly amazing! Yes Iridium has truly fouled up recently. It is amazing how the rah rah crowd for G* can overlook the fact that their schedule is set back for at least a year. In addition, it is now becoming apparent that no one ever really new what the rollout was because we continue to get scetchy and ever changing time frames for gateways. Iridium admittedly has lost at least half a year due to their problems, but they are by no means dead. The second constellation will go up. ICO will get their financing (I am not even an investor in ICO and I know that this much is certain). G* has yet to have an opportunity to prove that they have learned from I's mistakes. G has proven with their very poor choice of Zenit and complete lack of a backup plan that they are just as prone to foul ups as I* has proven they are. In any case, we are all in this for the long run. A few months or even a year setback for either G* or I* does not mean it is time to throw in the towel.

To: Maurice Winn who wrote (3344)	3/10/1999 6:01:00 PM
From: djane	Read Replies (1) \| Respond to of 29987

4/99 Wired article on CSCO. Reference to G*/Teledesic Received the dead tree version today. Very positive article on CSCO entitled "The Next Net." Here is the section on wireless. The Wonderful World of Wireless Where Cisco is weakest is wireless. Most people today are familiar with only two types of wireless: cell phones and pagers. In general, today's multipoint wireless networks are still too slow - speeds top out at 14.4 Kbps, and effective speeds are more like 9.6K - to efficiently handle more than email and alphanumeric paging. But broadband wireless is coming to the LAN. Radiata Communications, a small Australian company, is creating chipsets for wireless LAN systems that can deliver 32-Mbps data streams to mobile users. Much further out, broadband wireless will be available through networks of satellites. GlobalStar and the "don't bet against 'em" billionaire due of Craig McCaw and Bill Gates are pursuing this market. Teledesic's idea is to put more than 250 satellites into low Earth orbit, route IP data between them, and beam it down to terrestrial sites. Only one test satellite is in orbit so far, but Teledesic is spending $10 billion to have the system operational by 2003. And these satellites don't need Cisco gear -- they create an entirely different routing and switching fabric among themselves. The system is basically a giant router encircling the planet. Of course, wireless also can be an opportunity for Cisco. At the beginning of February, Cisco teamed up with Motorola on its own broadband wireless scheme, which uses the cell phone network. The companies plan to spend as much as $1 billion over the next five years on it. And last year Cisco made a significant move by buying Clarity Wireless. The small start-up was working on a fixed wireless technology - LMDS, or local multipoint distribution service - that allows megabits of data to be beamed to tiny microwave dishes on remote office buildings. Cisco now wants to apply it to residential communities. And even Teledesic will need some high-capacity routers for its planetside operations.