[IP] more on OUTSIDE THE BOX: Wi-Fi Is Dead, Long Live Wi-Max
Delivered-To: dfarber+@xxxxxxxxxxxxxxxxxx
Date: Sat, 17 Apr 2004 09:59:40 -0400
From: "David P. Reed" <dpreed@xxxxxxxx>
Subject: Re: [IP] OUTSIDE THE BOX: Wi-Fi Is Dead, Long Live Wi-Max
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To: dave@xxxxxxxxxx, ip@xxxxxxxxxxxxxx
The idea that WiMax replaces WiFi is like thinking that 18 Wheelers replace
private automobiles, or a saw replaces a screwdriver. That such ideas
even pass muster in the "press" is a comment on how little the technology
press understands the technology it covers. (of course the marketers who
tell the press how to think are guilty, too - the idea that the prefix "Wi"
means seems to be "hot new technology that ought to boost the stock price
like -tronics used to").
What WiMax might replace is coaxial cable or DSL copper, or the fantasy of
FTTH - certainly the companies that leverage themselves by huge junk bond
issues to put infrastructure in the ground are vulnerable to a
high-performance, cheap to deploy, rapidly depreciable alternative. In a
stretch it might compete for 3G's slot in the world (if they change the
underlying physical layer to compensate for 60 mph mobility).
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