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Technology Stocks : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?


To: George Gilder who wrote (1399)5/1/1999 8:12:00 AM
From: gdichaz  Read Replies (1) | Respond to of 5853
 
To George Gilder:

Pleased to see you have not (yet) given up on this thread which seems to be a vehicle for cross conversations on this and that - not necessarily any relationship to your ideas.

You are being quoted as saying somewhere that whatever China is doing now (posturing is the phrase attributed to you), the 3rd gen wireless in China will be CDMA. Is this your position in fact, and if so could you expand a tad on it here please? Respect. Chaz



To: George Gilder who wrote (1399)5/1/1999 9:35:00 AM
From: Valueman  Respond to of 5853
 
George:

Where do the satellite broadband systems fit in your view of the future? Skybridge should be the first constellation up with speeds up to 100 Mbps for business customers, 20 Mbps for consumers(downlink) and 2 Mbps uplinks. Sooner than the LEO constellation will be the GEO based two way systems, such as Astra-Net and their Ku-band up and Ka-band downlinks:

From early 2000 onwards, when the technology will be commercially available in Western and Central Europe via the ASTRA 1H satellite, ASTRA-NET Service Providers will be able to cost effectively offer services such as fully interactive corporate data networks, broadband access for professionals working at home, remote monitoring, data collection and distribution, corporate training and tele-medicine. With the launch of ASTRA 1K, the service area will be extended in 2001 into Eastern Europe and the C.I.S.

ASTRA-NET utilises Digital Video Broadcast (DVB) technology at Ku-band frequencies to provide customers with multimedia data at speeds of up to 38Mbit/s from the ASTRA Satellite System. The satellite return path will use the new higher frequencies (29.5-30.0 GHz /18.3 - 18.8 GHz) of the Ka-band payloads on the ASTRA 1H and ASTRA 1K satellites.

Each user or group of users will need a Satellite Interactive Terminal (SIT). Using antennae ranging from 60cm to 120cm, a SIT will transmit at speeds from 150 kbit/s to 2Mbit/s respectively as well as receive the full range of ASTRA Ku-band services. A range of low cost two-way Satellite Interactive Terminals will be available at the start of commercial operations, initially from Nortel Networks and Philips, and later from additional manufacturers. Terminal wholesale prices will start at approximately 2000 ECU, with prices expected to decline to approx. 1000 ECU as the market expands.


I would not be surprised to see someone like Echostar offer the same service, likely in JV with SES Astra and Loral.



To: George Gilder who wrote (1399)5/1/1999 12:06:00 PM
From: Jim Willie CB  Read Replies (2) | Respond to of 5853
 
Professor Gilder and followers... on call rate elasticity

does anyone have any factual data on longdistance call rate elasticity???

I firmly believe that if a call from New York to London or Munich soon costs 10 cents per minute, callers will increase monumentally

this elasticity is a vital premise to Global Crossing future revenue accelerated growth

thanks / jim willie



To: George Gilder who wrote (1399)5/4/1999 11:40:00 PM
From: moat  Respond to of 5853
 
(abou the death of TVs and TV-networks ...)

Sounds to me Yahoo's www.broadcast.com has a lot of upside!