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1 1 © 2004 Outlook 4Mobility CONFIDENTIAL The Information provided herein is confidential; therefore, reader agrees not to disclose it without the express written permission. CONFIDENTIAL The Information provided herein is confidential; therefore, reader agrees not to disclose it without the express written permission. Andrew M. Seybold [email protected] Wireless Broadband?
44

Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

May 28, 2018

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Page 1: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

11 © 2

004

Out

look

4M

obilit

y

CO

NFI

DEN

TIA

LTh

e In

form

atio

n pr

ovid

ed h

erei

n is

conf

iden

tial;

ther

efor

e, re

ader

agr

ees

not t

o di

sclo

se it

with

out t

he e

xpre

ss w

ritte

n pe

rmis

sion

.

CO

NFI

DEN

TIA

LTh

e In

form

atio

n pr

ovid

ed h

erei

n is

conf

iden

tial;

ther

efor

e, re

ader

agr

ees

not t

o di

sclo

se it

with

out t

he e

xpre

ss w

ritte

n pe

rmis

sion

.

And

rew

M.

Seyb

old

andy

@4m

obili

ty.c

om

Wir

eles

sB

road

ban

d?

Page 2: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

22 © 20

04 O

utloo

k 4M

obilit

y

An

dre

w S

eyb

old

Gro

up

,LLC

Com

puti

ng a

nd C

omm

unic

ati

ons

Indust

ry C

onsu

ltin

g S

ervi

ces

www.

4mob

ility.c

om

The

Wir

eles

s Ex

peri

ence

Compr

ehen

sive

Wireles

s Dat

a Sa

les

Tra

ining

Page 3: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

33 © 20

04 O

utloo

k 4M

obilit

y

Issu

es W

e W

ill A

ddre

ss T

oday

Issu

es W

e W

ill A

ddre

ss T

oday

!W

ill T

here

be

a Cle

ar W

inne

r in

Bro

adba

nd W

irel

ess

Dat

a Te

chno

logy

? !

How

will

3G

, W

i-Fi

, an

d W

iMax

far

e in

the

nex

t 2

to 3

ye

ars?

!W

ill W

irel

ess

beco

me

a Se

riou

s Fa

ctor

for

"La

st M

ile"

Con

nect

ivit

y?!

Will

Wir

eles

s Vo

IP t

ake

Busi

ness

fro

m C

ellu

lar

Ope

rato

rs?

!Is

Mor

e Sp

ectr

um n

eede

d fo

r U

nlic

ense

d W

irel

ess

Serv

ices

? (v

s. B

ette

r M

anag

emen

t, S

DR,

UW

B, e

tc.?

)

My

Job:

To

get

you

thin

king

, To

Get

you

Agi

tate

d, a

nd T

o So

met

imes

tak

e a

Con

trar

ian

View

!

Page 4: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

44 © 20

04 O

utloo

k 4M

obilit

y

The

New

Wir

eles

s H

ype!

The

New

Wir

eles

s H

ype!

!W

i-Fi

wit

h Vo

IP w

ill t

ake

cust

omer

s fr

om 3

G n

etw

orks

!W

ide-

area

and

Wi-

Fi p

hone

s an

d in

fras

truc

ture

are

com

ing

to a

ne

twor

k ne

ar y

ou s

oon

!W

iMAX

will

be

all t

hing

s to

all

peop

le!

Rega

rdle

ss o

f th

e fr

eque

ncy

band

, it

will

wor

k ou

t to

30

mile

s pe

r si

te!

!Th

e un

licen

sed

spec

trum

for

Wi-

Fi is

suf

feri

ng f

rom

inte

rfer

ence

so

we

need

mor

e sp

ectr

um!

Soft

war

e-de

fine

d ra

dios

, co

gnit

ive

radi

os w

ill m

ean

the

end

to t

he

spec

trum

sho

rtag

e!

New

for

tune

s w

ill b

e m

ade

in t

he w

irel

ess

fron

tier

!Th

e w

irel

ess

Inte

rnet

will

be

just

like

the

wir

ed In

tern

et,

only

unpl

ugge

d an

d ub

iqui

tous

Page 5: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

55 © 20

04 O

utloo

k 4M

obilit

y

Wir

eles

s D

ata

Trui

sms

Wir

eles

s D

ata

Trui

sms

!N

ot a

sin

gle

terr

estr

ial p

rovi

der

of w

irel

ess

data

-onl

y se

rvic

es h

as E

VER

mad

e a

prof

it!

!In

the

wid

e-ar

ea n

etw

ork

spac

e, d

ata

serv

ices

pro

vide

in

crem

enta

l rev

enue

to

the

oper

ator

s�vo

ice

pays

the

bill

s

!Th

e pl

ayin

g fi

eld

is m

ore

crow

ded

than

eve

r!

New

pla

yers

ent

er t

he f

ray

ever

y da

y

!Th

e m

ore

band

wid

th a

nd d

ata

spee

d yo

u pr

ovid

e, t

he

mor

e th

at w

ill b

e re

quir

ed!

The

spec

trum

is a

fin

ite

reso

urce

!Th

is p

oint

is h

otly

deb

ated

bet

wee

n th

e sp

ectr

um s

avvy

and

the

In

tern

et in

terl

oper

s

!RF

pro

paga

tion

is p

art

scie

nce

and

part

bla

ck m

agic

!In

terf

eren

ce w

ill n

ot b

e el

imin

ated

by

soft

war

e!

Page 6: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

66 © 20

04 O

utloo

k 4M

obilit

y

Wir

eles

s Tr

uism

sW

irel

ess

Trui

sms

!In

the

Am

eric

as,

ther

e w

ill N

OT

be a

sin

gle

wir

eles

s vo

ice

and

data

st

anda

rd!

We

will

hav

e to

live

wit

h m

ulti

ple

stan

dard

s!

Expe

ct t

o se

e w

irel

ess

hand

sets

and

dev

ices

tha

t w

ill b

e ca

pabl

eof

op

erat

ing

acro

ss v

ario

us t

echn

olog

ies

!In

oth

er w

ords

: Th

e ch

ip a

nd h

ands

et v

endo

rs w

ill �

fix�

the

mul

tipl

e st

anda

rds

issu

e

!Th

e fi

rst

roun

d of

tec

hnol

ogy

�rel

igio

us w

ars�

are

ove

r!

Each

net

wor

k ha

s ch

osen

its

pref

erre

d pa

th a

nd is

now

impl

emen

ting

it

!Th

ere

is n

o on

e si

ngle

net

wor

k th

at is

�al

l thi

ngs

to a

ll pe

ople

� !

Each

has

adv

anta

ges

and

disa

dvan

tage

s!

Choi

ces

will

con

tinu

e to

pro

vide

cus

tom

ers

wit

h va

lue

!Ch

oice

s w

ill c

onti

nue

to p

rovi

de m

arke

t di

ffer

enti

atio

n

!M

ost

cust

omer

s do

n�t

know

whi

ch t

echn

olog

y th

ey a

re u

sing

!

Page 7: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

77 © 20

04 O

utloo

k 4M

obilit

y

Wir

eles

s Tr

uism

sW

irel

ess

Trui

sms

!Th

ere

are

new

con

tend

ers

com

ing

!U

ltra

Wid

e Ba

nd!

WiM

AX!

TD-S

CD

MA

!A

play

er o

r tw

o to

be

nam

ed la

ter!

!D

on�t

For

get

Wi-

Fi,

Blue

toot

h, Z

ig-B

ee,

and

othe

rs!

The

next

rou

nd o

f te

chno

logy

war

s w

ill n

ot c

ome

from

w

ithi

n th

e tr

adit

iona

l com

mun

icat

ions

sec

tor

but

rath

er

from

the

�In

tern

et In

vade

rs�

!Th

e tr

ick

will

be

how

to

�bal

ance

� ex

isti

ng t

echn

olog

ies

and

serv

ices

wit

h th

e ne

ed t

o te

st a

nd d

eplo

y ne

w t

echn

olog

ies

!W

irel

ess

is p

art

scie

nce

and

part

bla

ck m

agic

!Re

al-w

orld

exp

erie

nce

and

know

ledg

e ar

e m

ore

impo

rtan

t th

an

polit

ics

and

the

prom

ise

of s

pect

rum

nir

vana

Page 8: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

88 © 20

04 O

utloo

k 4M

obilit

y

Will

The

re B

e A

Cle

ar W

inne

r?W

ill T

here

Be

A C

lear

Win

ner?

!Th

e sh

ort

answ

er is

NO

!!

Wi-

Fi is

alr

eady

exp

erie

ncin

g in

terf

eren

ce is

sues

!W

iMax

is t

he n

ew k

id o

n th

e bl

ock

!W

iMax

may

hav

e a

prob

lem

wit

h up

take

bec

ause

it is

per

ceiv

ed a

s be

ing

from

�ou

tsid

e� t

he w

irel

ess

indu

stry

!IP

Wir

eles

s, F

lari

on,

Cle

arW

ire,

Can

opy,

and

mor

e ar

e be

ing

depl

oyed

!W

ide-

area

voi

ce n

etw

orks

are

upg

radi

ng d

ata

spee

ds!

EV-D

O t

o 4

Mbp

s!

WCD

MA

to 8

-10

Mbp

s (H

SDPA

)

!N

o on

e ca

n m

ake

mon

ey s

ervi

ng o

nly

note

book

use

rs!

!Th

e to

tal

avai

labl

e m

arke

t M

UST

incl

ude

mor

e!!

Hom

e an

d sm

all b

usin

ess

!M

obili

ty w

orke

rs a

nd c

onsu

mer

s !

Bet

they

won

�t c

arry

mul

tipl

e de

vice

s fo

r vo

ice

and

data

ser

vice

s

Page 9: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

99 © 20

04 O

utloo

k 4M

obilit

y

CONF

IDEN

TIAL

The I

nfor

matio

n pro

vided

her

ein is

conf

identi

al; th

erefo

re, r

eade

r agr

ees

not t

o disc

lose

it with

out t

he ex

pres

s writt

en p

ermi

ssion

.

CONF

IDEN

TIAL

The I

nfor

matio

n pro

vided

her

ein is

conf

identi

al; th

erefo

re, r

eade

r agr

ees

not t

o disc

lose

it with

out t

he ex

pres

s writt

en p

ermi

ssion

.

3G,

Wi-

Fi,

And

WiM

AX

3G,

Wi-

Fi,

And

WiM

AX

The

Nex

t 2-

3 Ye

ars

The

Nex

t 2-

3 Ye

ars

Page 10: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

1010 © 20

04 O

utloo

k 4M

obilit

y

3G N

etw

orks

3G N

etw

orks

!3G

Wid

e-Ar

ea N

etw

orks

!St

atus

Rep

ort

!10

2 op

erat

ors

wor

ldw

ide

!45

cou

ntri

es

!52

com

pani

es w

ith

501

devi

ces

!11

7 m

illio

n 3G

sub

scri

bers

wor

ldw

ide

!U

nite

d St

ates

!3G

Dat

a se

rvic

es b

y!

Veri

zon

Wir

eles

s (3

cit

ies,

maj

ors

by e

nd 2

005)

!Sp

rint

PC

S (0

Cit

ies,

maj

ors

by e

nd 2

005)

!AT

&T

Wir

eles

s (4

cit

ies,

2 m

ore

this

yea

r)!

Cin

gula

r (j

ust

rece

ived

bid

s)!

Cav

eat:

NO

T al

l sub

urbs

and

NO

rur

al a

reas

cov

ered

!Re

al d

ata

rate

s!

CD

MA2

000

1xEV

-DO

Rev

0:

300-

800

Kbps

!W

CD

MA

(tod

ay)

220-

330

Kbps

wit

h pe

aks

to 3

84!

Futu

re:

2-10

Mbp

s (E

V-D

O R

ev.

A an

d W

CD

MA

HSD

PA)

Page 11: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

1111 © 20

04 O

utloo

k 4M

obilit

y

3G O

ver

The

Nex

t 2-

3 Ye

ars

3G O

ver

The

Nex

t 2-

3 Ye

ars

!W

orld

wid

e de

ploy

men

t co

ntin

ues

!M

ost

syst

ems

met

ro-o

nly

!Fa

ll ba

ck t

o sl

ower

tec

hnol

ogie

s

!D

evic

es b

ecom

e m

ore

com

bine

d co

nsum

er d

evic

es!

Hig

her

reso

luti

on c

amer

a/ph

one,

MP3

pla

yer/

phon

e, m

edic

al

mon

itor

/pho

ne,

vide

o ca

mer

a/ph

one,

and

mor

e

!3G

and

Wi-

Fi m

akes

its

debu

t!

VoIP

, le

ast-

cost

rou

ting

, vo

ice

and

data

sim

ulta

neou

sly

!W

ill t

hese

bec

ome

mai

nstr

eam

dev

ices

?!

Com

peti

tors

incl

ude

in-b

uild

ing

WAN

, W

AN t

o D

SL/c

able

ex

tens

ions

, fi

ber

to h

ome

wit

h W

AN b

ackh

aul

!Vo

ice

cont

inue

s to

pay

the

fre

ight

�D

ata

serv

ices

�fa

ll� t

o th

e bo

ttom

line

: O

pera

tors

con

tinu

e to

mak

e m

oney

!

Page 12: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

1212 © 20

04 O

utloo

k 4M

obilit

y

CONF

IDEN

TIAL

The I

nfor

matio

n pro

vided

her

ein is

conf

identi

al; th

erefo

re, r

eade

r agr

ees

not t

o disc

lose

it with

out t

he ex

pres

s writt

en p

ermi

ssion

.

CONF

IDEN

TIAL

The I

nfor

matio

n pro

vided

her

ein is

conf

identi

al; th

erefo

re, r

eade

r agr

ees

not t

o disc

lose

it with

out t

he ex

pres

s writt

en p

ermi

ssion

.

Wi-

FiW

i-Fi

The

Nex

t 2-

3 Ye

ars

The

Nex

t 2-

3 Ye

ars

Page 13: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

1313 © 20

04 O

utloo

k 4M

obilit

y

Com

eta

Shut

s D

own

Com

eta

Shut

s D

own

!Com

eta

is a

joi

nt v

entu

re f

orm

ed b

y In

tel V

entu

res,

IBM

, AT

&T

Long

lines

, Ap

axPa

rtne

rs,

and

3i t

o pr

ovid

e 20

,000

W

i-Fi

hot

spot

s a

year

. (D

ecem

ber

2002

)!

Wha

t I s

aid

at t

he t

ime:

Sin

ce n

o te

rres

tria

l net

wor

k ha

s ev

er m

ade

mon

ey o

ffer

ing

data

-onl

y se

rvic

es,

wha

t do

th

ese

folk

s kn

ow t

hat

the

rest

of

the

indu

stry

doe

s no

t?

!W

hat

happ

ened

: Bu

sine

ss m

odel

cha

nged

tw

ice,

bac

k pe

dalin

g, r

olle

d ou

t Se

attl

e as

a t

est

mar

ket,

fai

led

to

obta

in a

ddit

iona

l fun

ding

!If

Com

eta,

bac

ked

by t

hese

com

pani

es,

coul

d no

t m

ake

a go

of

the

�hot

spot

� bu

sine

ss,

how

are

the

oth

ers

goin

g to

fa

ir?

Page 14: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

1414 © 20

04 O

utloo

k 4M

obilit

y

Wi-

FI N

ext

2-3

Year

sW

i-FI

Nex

t 2-

3 Ye

ars

!W

i-FI

fol

ks c

onti

nue

to m

ake

it in

to a

wid

e-ar

ea p

lay

!In

terf

eren

ce is

sues

get

wor

se

!In

dust

ry c

onso

lidat

ion

!W

ISPs

go o

ut o

f bu

sine

ss in

dro

ves

!H

elpe

d al

ong

by W

iMAX

thr

eat

and

3G r

oll-

out

!Vo

IP c

omes

of

age

not

as e

asily

or

quic

kly

as is

bei

ng p

roje

cted

!W

i-Fi

get

s bu

ilt in

to e

very

thin

g!

Inte

rfer

ence

eve

n on

loc

al le

vel b

ecom

es a

pro

blem

!FC

C a

nd F

eds

still

bel

ieve

Wi-

Fi is

the

�ki

ller�

use

for

wir

eles

s an

d gi

ve W

i-Fi

com

mun

ity

som

e TV

spe

ctru

m!

Wi-

Fi in

dust

ry t

ries

to

�reg

ulat

e� u

nlic

ense

d sp

ectr

um!

Wi-

Fi e

nds

up a

s th

e la

st 1

00 f

eet,

jus

t as

it s

tart

ed!

VoIP

con

tinu

es t

o gr

ow b

ut n

ot a

s fa

st a

s pr

edic

ted!

Page 15: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

1515 © 20

04 O

utloo

k 4M

obilit

y

Wi-

Fi N

ext

2-3

Year

sW

i-Fi

Nex

t 2-

3 Ye

ars

!W

i-Fi

�H

otsp

ots�

incr

easi

ngly

off

erin

g �f

ree�

Inte

rnet

acc

ess

!I h

ave

not

paid

for

Wi-

Fi o

r w

ired

hig

h-sp

eed

Inte

rnet

ser

vice

in t

he p

ast

eigh

t m

onth

s!

Wi-

Fi a

nd w

ired

Inte

rnet

are

bec

omin

g �p

erks

�!

Mor

e co

ffee

sho

ps a

re o

ffer

ing

Wi-

Fi f

or f

ree

!G

ood

New

s: W

ide-

area

net

wor

ks a

re w

orki

ng t

o in

tegr

ate

Wi-

Fi a

nd

wid

e-ar

ea s

ervi

ces

into

a c

omm

on d

ata

offe

ring

!Se

curi

ty a

nd e

ase

of u

se (

too

man

y co

mpa

nies

for

sig

n-up

) hi

nder

ad

opti

on!

Inte

rfer

ence

is r

aisi

ng it

s ug

ly h

ead

!M

etro

�m

esh�

net

wor

ks a

re t

he c

urre

nt r

age

!W

ill t

hey

be r

epla

ced

by h

igh-

spee

d w

ide-

area

net

wor

ks?

!W

i-Fi

con

tinu

es t

o be

an

area

whe

re c

hip

and

devi

ce f

olks

mak

e m

oney

, no

t W

i-Fi

ope

rato

rs

Page 16: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

1616 © 20

04 O

utloo

k 4M

obilit

y

WLA

N�s

Impa

ct O

n 3G

Wir

eles

s W

LAN

�s Im

pact

On

3G W

irel

ess

!So

me�

mob

ile p

rofe

ssio

nals

!M

ost

only

nee

d ac

cess

at

offi

ce,

hom

e, a

irpo

rt,

and

hote

l!

WLA

N p

ublic

net

wor

ks p

rovi

de c

onve

nien

ce!

Few

will

pay

�en

terp

rise

unl

ikel

y to

pay

!Fe

w w

ill p

ay f

or 3

G w

ide-

area

wir

eles

s!

Min

or�

sale

s pr

ofes

sion

als

!If

clie

nt l

ocat

ion

acce

ss is

nee

ded,

the

n W

AN n

eede

d!

Clie

nt e

nter

pris

es n

ot li

kely

to

supp

ort

visi

tors

!N

one�

cons

umer

s!

WLA

N h

otsp

ot c

over

age

is p

rim

arily

at

busi

ness

loca

tion

s!

Unl

ikel

y to

pay

!N

one�

serv

ice,

del

iver

y, f

leet

man

agem

ent

!La

rge

geog

raph

ical

cov

erag

e is

req

uire

d!

WLA

N c

an b

e an

add

ed v

alue

for

WAN

ope

rato

rs!

T-M

obile

has

inte

grat

ed b

illin

g pl

ans

Page 17: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

1717 © 20

04 O

utloo

k 4M

obilit

y

WiM

AX

Nex

t 2-

3 Ye

ars

WiM

AX

Nex

t 2-

3 Ye

ars

!W

iMAX

con

tinu

es t

o m

ake

big

nois

e !

Is it

bei

ng o

ver

hype

d? (

Wha

t�s

new

?)

!W

hen

will

it r

eally

be

read

y fo

r pr

ime

tim

e?!

All t

echn

olog

ies

take

long

er t

o co

me

to m

arke

t th

an p

ropo

nent

s be

lieve

th

ey w

ill

!Is

the

re r

eally

an

econ

omic

mod

el ?

!W

iMAX

as

broa

dban

d to

sta

tic

loca

tion

s!

Will

WiM

AX b

e th

e ba

ckha

ul f

or W

i-Fi

?!

Will

WiM

AX b

e ab

le t

o co

mpe

te w

ith

DSL

and

cab

le w

here

inst

alle

d?!

Will

WiM

AX b

e ab

le t

o co

mpe

te in

rur

al A

mer

ica?

!W

hen

WiM

AX g

oes

mob

ile!

Who

will

use

it?

!W

ill it

incl

ude

VoIP

ser

vice

s?!

Can

it c

ompe

te f

or v

oice

and

dat

a se

rvic

es w

ith

5 ex

isti

ng w

irel

ess

oper

ator

s?

Page 18: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

1818 © 20

04 O

utloo

k 4M

obilit

y

WiM

AX:

Ch

angi

ng T

he L

aws

Of

Phys

ics?

WiM

AX:

Ch

angi

ng T

he L

aws

Of

Phys

ics?

!Th

e 80

2.16

sta

ndar

d fo

r 2-

11 G

Hz

is a

wir

eles

s m

etro

polit

an-a

rea

netw

ork

(wir

eles

s M

AN)

tech

nolo

gy t

hat

prov

ides

bro

adba

nd w

irel

ess

conn

ecti

vity

to

fixe

d, p

orta

ble

and

nom

adic

use

rs.

The

ulti

mat

e co

mpl

emen

t to

Wi-

Fi,

the

WiM

AX w

irel

ess

MAN

sta

ndar

d ca

n be

use

d to

bac

khau

l 802

.11

hots

pots

and

WLA

Ns

to t

he In

tern

et,

prov

ide

cam

pus

conn

ecti

vity

, an

d en

able

a w

irel

ess

alte

rnat

ive

to c

able

and

D

SL f

or la

st-m

ile b

road

band

acc

ess.

It p

rovi

des

up t

o 50

kilo

met

ers

of s

ervi

ce a

rea

rang

e, a

llow

s us

ers

to o

btai

n br

oadb

and

conn

ecti

vity

w

itho

ut n

eedi

ng d

irec

t lin

e of

sig

ht w

ith

the

base

sta

tion

, an

d pr

ovid

es t

otal

dat

a ra

tes

of u

p to

280

Mbp

s pe

r ba

se s

tati

on -

a su

ffic

ient

am

ount

of

band

wid

th t

o si

mul

tane

ousl

y su

ppor

t hu

ndre

ds

of b

usin

esse

s w

ith

T1/E

1-ty

pe c

onne

ctiv

ity

and

thou

sand

s of

hom

es

wit

h D

SL-t

ype

conn

ecti

vity

wit

h a

sing

le b

ase

stat

ion.

Page 19: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

1919 © 20

04 O

utloo

k 4M

obilit

y

RF P

ropa

gati

on Is

Onl

y Pa

rt

Scie

nce!

RF P

ropa

gati

on Is

Onl

y Pa

rt

Scie

nce!

Page 20: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

2020 © 20

04 O

utloo

k 4M

obilit

y

WiM

AX:

Reg

ulat

ory

Wor

king

Gro

up!

WiM

AX:

Reg

ulat

ory

Wor

king

Gro

up!

!G

oal i

s to

�ha

rmon

ize�

WiM

AX s

pect

rum

wor

ldw

ide

!Bo

th li

cens

ed a

nd l

icen

se-e

xem

pt

!Sp

ectr

um a

lloca

tion

s so

ught

!Li

cens

e-Ex

empt

: 5

GH

z !

Lice

nsed

: 3.

5 G

Hz

!Li

cens

ed 2

.5 G

Hz

!H

owev

er,

ther

e is

now

an

�ass

ault

� on

the

700

-MH

z TV

spe

ctru

m

!G

ood

luck

, fo

lks!

Page 21: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

2121 © 20

04 O

utloo

k 4M

obilit

y

WiM

AX�

sFu

ture

CO

ULD

Be

Brig

ht!

WiM

AX�

sFu

ture

CO

ULD

Be

Brig

ht!

!Fi

rst

prov

e th

e bu

sine

ss m

odel

for

wir

eles

s br

oadb

and

!Th

ere

is n

o m

arke

t re

sear

ch t

hat

supp

orts

a s

olid

bus

ines

s m

odel

for

broa

dban

d w

irel

ess

toda

y!

Spre

adsh

eet

proj

ecti

ons

and

�gut

fee

l� e

cono

mic

s do

n�t

guar

ante

e th

at W

iMAX

will

be

a fi

nanc

ially

via

ble

tech

nolo

gy

!D

eplo

y w

ith

QO

S, s

eam

less

sec

urit

y, a

nd e

ase

of s

et-u

p an

d us

e!

Do

not

over

pro

mis

e an

d un

der

deliv

er!

DO

NO

T sh

ip p

rodu

cts

unti

l th

ey h

ave

been

ext

ensi

vely

fi

eld

test

ed!

Wor

k w

ith

wir

eles

s pr

ovid

ers

and

Wi-

Fi c

omm

unit

y, n

ot in

co

mpe

titi

on w

ith

them

Page 22: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

2222 © 20

04 O

utloo

k 4M

obilit

y

CONF

IDEN

TIAL

The I

nfor

matio

n pro

vided

her

ein is

conf

identi

al; th

erefo

re, r

eade

r agr

ees

not t

o disc

lose

it with

out t

he ex

pres

s writt

en p

ermi

ssion

.

CONF

IDEN

TIAL

The I

nfor

matio

n pro

vided

her

ein is

conf

identi

al; th

erefo

re, r

eade

r agr

ees

not t

o disc

lose

it with

out t

he ex

pres

s writt

en p

ermi

ssion

.

Wir

eles

sW

irel

ess

Will

It B

ecom

e a

Seri

ous

Fact

or f

or t

he

Last

Mile

?W

ill It

Bec

ome

a Se

riou

s Fa

ctor

for

the

La

st M

ile?

Page 23: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

2323 © 20

04 O

utloo

k 4M

obilit

y

Last

Mile

Tod

ayLa

st M

ile T

oday

!Cop

per

to t

he h

ome/

offi

ce!

Cab

le t

o th

e ho

me

(and

now

off

ice)

!Fi

ber

to t

he c

urb

(in

som

e ar

eas)

!Br

oadb

and

over

Pow

er L

ines

(BP

L)!

Up

and

runn

ing

in s

ome

area

s!

The

FCC

�s la

test

�go

od-g

uy t

echn

olog

y�

!W

irel

ess

!W

i-Fi

!

MM

DS

wit

h va

riou

s te

chno

logi

es!

Can

opy

!W

ill W

iMAX

suc

ceed

in t

his

spac

e?

Page 24: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

2424 © 20

04 O

utloo

k 4M

obilit

y

WiM

AX:

The

Nex

t La

st M

ile?

WiM

AX:

The

Nex

t La

st M

ile?

!W

hat

is t

he b

usin

ess

mod

el w

here

the

re is

DSL

/cab

le?

!W

hat

can

you

char

ge f

or h

igh-

spee

d da

ta s

ervi

ces?

!D

SL p

rici

ng is

com

ing

dow

n ra

pidl

y!

Rece

nt V

eriz

on p

rici

ng o

f $2

6.95

per

mon

th!

Cab

le p

rici

ng c

omin

g do

wn

as w

ell

!M

onet

is s

uspe

ndin

g it

s EV

-DO

ser

vice

in s

mal

l co

mm

unit

ies

!Co

uld

not

com

plet

e w

ith

DSL

and

cab

le s

ervi

ces

!Sp

rint

dis

cont

inue

d po

int-

to-m

ulti

poin

t se

rvic

es!

How

ever

, N

exte

l see

ms

to b

e do

ing

wel

l wit

h it

s Fl

ario

n of

feri

ng in

Nor

th C

arol

ina

but�

!It

s of

feri

ng is

NO

T a

stan

dalo

ne b

usin

ess

Page 25: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

2525 © 20

04 O

utloo

k 4M

obilit

y

WiM

AX

For

The

Last

Mile

?W

iMA

X Fo

r Th

e La

st M

ile?

!Cov

erag

e is

a B

IG is

sue,

esp

ecia

lly in

2 t

o 11

-GH

z ba

nd!

Requ

ires

no

truc

k ro

lls b

ut c

usto

mer

sup

port

will

be

high

fo

r a

whi

le!

Can

WiM

AX p

rovi

de b

ette

r Q

ualit

y of

Ser

vice

tha

n ca

ble

and

DSL

ser

vice

s?!

Syst

em is

sti

ll sh

ared

ban

dwid

th!

How

man

y us

ers

per

site

can

WiM

AX t

ruly

sup

port

?!

Enou

gh t

o m

ake

a pr

ofit

?

!Cit

ies

and

coun

ties

don

�t w

ant

mor

e to

wer

s!

Cel

l sit

es t

ake

up t

o 3

year

s to

pla

n an

d in

stal

l in

man

y ar

eas

!C

o-lo

cati

on c

an b

e ex

pens

ive

!Is

the

re e

noug

h m

oney

in n

on-D

SL/c

able

are

as?

Page 26: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

2626 © 20

04 O

utloo

k 4M

obilit

y

The

Wir

eles

s La

st M

ileTh

e W

irel

ess

Last

Mile

!So

far

, no

bus

ines

s ca

se h

as b

een

prov

en!

Exis

ting

pla

yers

are

sti

ll �i

nves

ting

� in

the

wir

eles

s la

st m

ile

!M

any

play

ers

are

�bet

ting

the

far

m�

on la

st m

ile w

irel

ess

!If

the

FCC

and

oth

ers

allo

cate

spe

ctru

m in

the

700

-MH

z TV

ban

d, it

cou

ld c

hang

e ev

eryt

hing

!70

0-M

Hz

cove

rage

is M

UC

H b

ette

r th

an c

over

age

at 2

GH

z an

d ab

ove

!N

umbe

r of

sit

es is

red

uced

dra

mat

ical

ly!

Tota

l sys

tem

cos

t al

so r

educ

ed

!A

lot

of �

ifs�

for

all

of t

he m

oney

tha

t is

bei

ng t

hrow

n at

w

irel

ess

last

mile

Page 27: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

2727 © 20

04 O

utloo

k 4M

obilit

y

Freq

uenc

y (M

Hz)

Cell

Radi

us

(km

)Ce

ll Ar

ea

(km

2 )Re

lati

ve

Cell

Coun

t

450

48.9

7521

1

850

29.4

2712

2.8

950

26.9

2269

3.3

1800

14.0

618

12.2

1900

13.3

553

13.6

Sour

ce: Q

ualco

mm IT

U 8/F

Sub

miss

ion, J

une 1

1, 20

01, �

COVE

RAGE

COM

PARI

SON

OF IM

T-20

00 S

YSTE

MS A

T VA

RIOU

S FR

EQUE

NCY

RANG

ES, IN

CLUD

ING

450 M

HZ�

Mor

e Ce

ll Si

tes

Requ

ired

At

Hig

her

Freq

uenc

ies

Mor

e Ce

ll Si

tes

Requ

ired

At

Hig

her

Freq

uenc

ies

Up to

5 Tim

es as

ma

ny si

tes

Page 28: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

2828 © 20

04 O

utloo

k 4M

obilit

y

CONF

IDEN

TIAL

The I

nfor

matio

n pro

vided

her

ein is

conf

identi

al; th

erefo

re, r

eade

r agr

ees

not t

o disc

lose

it with

out t

he ex

pres

s writt

en p

ermi

ssion

.

CONF

IDEN

TIAL

The I

nfor

matio

n pro

vided

her

ein is

conf

identi

al; th

erefo

re, r

eade

r agr

ees

not t

o disc

lose

it with

out t

he ex

pres

s writt

en p

ermi

ssion

.

Wir

eles

s Vo

ice

Ove

r IP

(Vo

IP)

Wir

eles

s Vo

ice

Ove

r IP

(Vo

IP)

Will

It T

ake

Busi

ness

fro

m W

ide-

Are

a W

irel

ess

Net

wor

k O

pera

tors

?W

ill It

Tak

e Bu

sine

ss f

rom

Wid

e-A

rea

Wir

eles

s N

etw

ork

Ope

rato

rs?

Page 29: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

2929 © 20

04 O

utloo

k 4M

obilit

y

Wir

eles

s V

oIP:

Ser

ious

Com

peti

tor?

Wir

eles

s V

oIP:

Ser

ious

Com

peti

tor?

!Vo

IP-o

nly

phon

es a

re a

lrea

dy o

n th

e m

arke

t!

Cisc

o, S

ymbo

l, n

o m

ajor

ven

dors

!Sl

ow s

ales

, sl

ow a

dopt

ion

!Fo

r in

-com

pany

com

mun

icat

ions

, do

we

real

ly w

ant

a ph

one

in

mee

ting

s, w

alki

ng t

he h

alls

?

!Th

e �I

nter

net

is f

ree�

fol

ks s

eem

to

belie

ve t

hat

a la

rge

num

ber

of u

s w

ill c

arry

and

use

Wi-

Fi V

oIP

phon

es!

Doe

s Vo

IP h

ave

a st

rong

fut

ure?

Page 30: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

3030 © 20

04 O

utloo

k 4M

obilit

y

VoIP

Pho

nes

And

Alt

erna

tive

sVo

IP P

hone

s A

nd A

lter

nati

ves

!M

otor

ola

and

othe

rs a

re b

uild

ing

wid

e-ar

ea/W

i-Fi

VoIP

ph

ones

!Bi

g pu

sh is

for

in-h

ome

exte

nded

cov

erag

e of

wid

e-ar

ea

netw

orks

!Ar

e th

ese

VoIP

pho

nes

or a

re t

hey

tunn

elin

g G

SM a

nd C

DM

A ov

er W

i-Fi

con

nect

ions

?!

That

is w

hat

the

Unl

icen

sed

Mob

ile

Acce

ss (

UM

A)

orga

niza

tion

is

prom

otin

g!

Cla

ims

to h

ave

5 m

ajor

wir

eles

s ca

rrie

rs,

5 ha

ndse

t, a

nd 5

In

fras

truc

ture

com

pani

es a

s m

embe

rs

!Fu

ture

for

VoI

P w

irel

ess

phon

es is

mur

ky!

How

ever

, w

irel

ess

oper

ator

s w

ith

data

ser

vice

s ar

e ve

ry in

tere

sted

in

VoI

P ph

ones

for

the

mai

nstr

eam

!Ag

ain:

Will

you

tru

st y

our

mos

t va

luab

le c

omm

unic

atio

ns t

o th

e In

tern

et a

s a

tran

spor

t?

Page 31: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

3131 © 20

04 O

utloo

k 4M

obilit

y

CONF

IDEN

TIAL

The I

nfor

matio

n pro

vided

her

ein is

conf

identi

al; th

erefo

re, r

eade

r agr

ees

not t

o disc

lose

it with

out t

he ex

pres

s writt

en p

ermi

ssion

.

CONF

IDEN

TIAL

The I

nfor

matio

n pro

vided

her

ein is

conf

identi

al; th

erefo

re, r

eade

r agr

ees

not t

o disc

lose

it with

out t

he ex

pres

s writt

en p

ermi

ssion

.

Mor

e Sp

ectr

um?

Mor

e Sp

ectr

um?

Is M

ore

Spec

trum

Nee

ded

for

Unl

icen

sed

Wir

eles

s Se

rvic

es?

Is M

ore

Spec

trum

Nee

ded

for

Unl

icen

sed

Wir

eles

s Se

rvic

es?

Page 32: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

3232 © 20

04 O

utloo

k 4M

obilit

y

Spec

trum

: Pl

enti

ful O

r Sc

arce

?Sp

ectr

um:

Plen

tifu

l Or

Scar

ce?

!Th

e w

irel

ess

com

mun

ity

says

spe

ctru

m is

sca

rce

!It

is a

fin

ite

reso

urce

!

We

need

to

use

wha

t w

e ha

ve m

ore

effi

cien

tly

!An

d w

e ne

ed t

o pr

otec

t in

cum

bent

s

!Th

e In

tern

et c

omm

unit

y sa

ys it

is p

lent

iful

!So

ftw

are-

defi

ned

radi

os a

nd o

ther

tec

hnol

ogie

s w

ill s

uppo

rt

mul

tipl

e sy

stem

s in

the

sam

e po

rtio

n of

the

spe

ctru

m a

nd

prev

ent

inte

rfer

ence

!Cla

ims

that

the

�w

irel

ess

com

mun

ity�

has

mis

man

aged

the

sp

ectr

um o

ver

the

year

s an

d is

too

pro

tect

ive

!So

me

wan

t al

l spe

ctru

m d

ereg

ulat

ed

!Th

e FC

C a

ppea

rs t

o be

list

enin

g to

the

clo

ut b

ehin

d th

e In

tern

et c

omm

unit

y, n

ot t

he w

irel

ess

com

mun

ity

!H

ow d

o yo

u sp

ell d

isas

ter?

Page 33: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

3333 © 20

04 O

utloo

k 4M

obilit

y

Spec

trum

: W

ho Is

Rig

ht?

Spec

trum

: W

ho Is

Rig

ht?

!N

o on

e kn

ows

the

answ

er y

et!

!BU

T�!

We

mus

t be

car

eful

as

we

expl

ore

the

opti

ons

!N

exte

l/Pu

blic

Saf

ety

inte

rfer

ence

issu

e ha

s be

en g

oing

on

for

ye

ars

and

will

tak

e ab

out

4 m

ore

year

s to

be

reso

lved

!Th

e FC

C is

fin

ding

tha

t BP

L is

inte

rfer

ing

wit

h ex

isti

ng r

adio

sy

stem

s as

was

pre

dict

ed b

y th

e w

irel

ess

indu

stry

!W

e ne

ed a

spe

ctru

m p

olic

y an

d ov

eral

l pla

n!

We

need

to

shar

e pu

blic

and

gov

ernm

ent

spec

trum

allo

cati

ons

!W

e ne

ed t

o se

t as

ide

spec

trum

for

new

tec

hnol

ogie

s!

And

we

need

to

prot

ect

exis

ting

use

rs

!Th

ere

are

way

s to

mak

e th

is w

ork

for

ever

yone

!

Page 34: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

3434 © 20

04 O

utloo

k 4M

obilit

y

Unl

icen

sed

Spec

trum

?U

nlic

ense

d Sp

ectr

um?

!D

o w

e ne

ed m

ore?

!D

o w

e ne

ed b

ette

r �m

anag

emen

t�?

!H

ow d

o yo

u m

anag

e un

licen

sed

spec

trum

?!

San

Fran

cisc

o W

i-Fi

WIS

Psar

e tr

ying

!Bu

t w

hat

abou

t th

e ne

xt g

uy?

!W

itho

ut r

egis

trat

ion

of s

yste

ms,

how

do

you

find

tho

se t

hat

are

inte

rfer

ing

and

noti

fy t

hem

? W

hy b

othe

r?!

Will

mor

e un

licen

sed

spec

trum

sol

ve t

he in

terf

eren

ce is

sues

?!

My

answ

er is

a r

edou

ndin

g N

O!

Exam

ple:

the

Cit

izen

Ban

d is

an

FCC

disa

ster

!Be

caus

e pe

ople

are

sel

fish

and

gre

edy

!H

ow c

an y

ou �

regu

late

� th

e un

regu

late

d?!

Com

prom

ise

is p

ossi

ble

!Co

nsid

er a

�su

perv

ised

� am

ount

of

spec

trum

wit

h fr

eque

ncy

coor

dina

tion

and

a �

perm

it�

The

Ans

wer

is N

OT

mor

e of

the

sam

e! W

e ne

ed n

ew id

eas.

Page 35: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

3535 © 20

04 O

utloo

k 4M

obilit

y

CONF

IDEN

TIAL

The I

nfor

matio

n pro

vided

her

ein is

conf

identi

al; th

erefo

re, r

eade

r agr

ees

not t

o disc

lose

it with

out t

he ex

pres

s writt

en p

ermi

ssion

.

CONF

IDEN

TIAL

The I

nfor

matio

n pro

vided

her

ein is

conf

identi

al; th

erefo

re, r

eade

r agr

ees

not t

o disc

lose

it with

out t

he ex

pres

s writt

en p

ermi

ssion

.

My

Pred

icti

ons

My

Pred

icti

ons

For

The

Wir

eles

s In

dust

ryFo

r Th

e W

irel

ess

Indu

stry

Page 36: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

3636 © 20

04 O

utloo

k 4M

obilit

y

The

FCC

Is M

esm

eriz

ed!

The

FCC

Is M

esm

eriz

ed!

!Pl

ayin

g po

litic

s, N

OT

engi

neer

ing

supe

rvis

ion

!�P

ro�

broa

dban

d ov

er p

ower

line

s (B

PL)

!A

pote

ntia

lly d

isru

ptiv

e te

chno

logy

!O

n an

unl

icen

sed

spec

trum

kic

k, e

ven

to t

he p

oint

of

givi

ng a

way

spe

ctru

m a

lrea

dy in

use

(TV

cha

nnel

s) f

or

unlic

ense

d us

e BE

FORE

it a

ddre

sses

or

fixe

s ex

isti

ng

inte

rfer

ence

issu

es!

At t

he F

CC it

is p

olit

ics

as n

ever

bef

ore.

Dam

n th

e te

chno

logy

ass

essm

ents

. W

hat

is g

ood

for

the

part

y is

go

od f

or t

he F

CC!

!W

atch

thi

s sp

ace

clos

ely

for

mor

e ex

ampl

es o

f th

is!

Page 37: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

3737 © 20

04 O

utloo

k 4M

obilit

y

New

Spe

ctru

m A

ucti

ons

New

Spe

ctru

m A

ucti

ons

!In

the

U.S

. th

ere

will

be

�new

� w

irel

ess

spec

trum

au

ctio

ned

in t

he n

ear

futu

re!

This

spe

ctru

m w

ill n

ot b

e av

aila

ble

for

use

for

a nu

mbe

r of

ye

ars

!H

owev

er,

the

incu

mbe

nt w

irel

ess

com

pani

es w

ill n

ot b

e al

one

at t

he b

idde

rs�

tabl

e!

AOL,

Mic

roso

ft,

Inte

l, a

nd o

ther

s m

ay m

ake

a pl

ay f

or t

his

spec

trum

Page 38: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

3838 © 20

04 O

utloo

k 4M

obilit

y

Wir

eles

s D

evic

esW

irel

ess

Dev

ices

!As

chi

pset

s m

ake

wir

eles

s de

vice

s ea

sier

to

build

, th

ere

will

be

a sh

ift

from

tra

diti

onal

dev

ice

vend

ors

(Nok

ia,

Mot

orol

a, S

ony-

Eric

sson

)!

The

new

pla

yers

will

be

Dis

ney,

MTV

, AO

L, e

ven

Yaho

o!

Affi

nity

bra

ndin

g of

ser

vice

s an

d de

vice

s w

ill b

ecom

e po

pula

r ov

er t

he

next

few

yea

rs

!W

irel

ess

phon

es w

ill b

ecom

e in

crea

sing

ly in

tegr

ated

wit

h co

nsum

er

prod

ucts

suc

h as

cam

eras

, m

edia

pla

yers

, ga

me

mac

hine

s!

Mul

ti-n

etw

ork

chip

s w

ill �

fix�

the

tec

hnol

ogy

prob

lem

s!

Mul

ti-m

ode

(GSM

/CD

MA/

WCD

MA)

dev

ices

will

bec

ome

the

norm

!So

ftw

are-

defi

ned

radi

os a

nd o

ther

new

dev

ices

will

tak

e lo

nger

to

com

e to

mar

ket

than

pre

dict

ed b

y th

ose

who

are

dev

elop

ing

them

!N

ear

term

: Th

e pr

ice

of w

irel

ess

devi

ces

will

mov

e sl

owly

dow

nwar

d.

The

sam

e m

oney

will

buy

mor

e fe

atur

es a

nd f

unct

ions

.

Page 39: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

3939 © 20

04 O

utloo

k 4M

obilit

y

Smar

tpho

nes,

PD

As,

Not

eboo

ksSm

artp

hone

s, P

DA

s, N

oteb

ooks

!Sm

artp

hone

s an

d w

irel

ess

PDAs

will

acc

ount

for

no

mor

e th

an 2

0% o

f th

e w

orld

mar

ket

!St

anda

rd p

hone

s w

ill b

ecom

e �s

mar

ter�

!

Ther

e w

ill b

e no

win

ner

in t

he o

pera

ting

sys

tem

war

s!

Not

eboo

k co

mpu

ters

will

com

e eq

uipp

ed w

ith

mor

e �f

lavo

rs�

of R

F bu

ilt in

And�

!M

ost

of t

he m

arke

t in

�po

orer

� co

untr

ies

will

con

tinu

e to

be

low

-end

pho

nes

Page 40: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

4040 © 20

04 O

utloo

k 4M

obilit

y

Indu

stry

Con

solid

atio

nIn

dust

ry C

onso

lidat

ion

!Th

ere

will

con

tinu

e to

be

indu

stry

con

solid

atio

n!

The

Cin

gula

r/AT

&T

mer

ger

is o

nly

the

firs

t!

Look

for

ope

rato

rs w

ho n

eed

mor

e sp

ectr

um a

nd t

hose

who

hav

e it

to

mer

ge�

spec

trum

is t

he c

urre

ncy

of w

irel

ess

succ

ess

!Th

ose

who

bel

ieve

tha

t sp

ectr

um is

sues

will

go

away

bec

ause

of

new

tec

hnol

ogie

s th

at a

re o

n th

e ho

rizo

n ar

e ju

st p

lain

wro

ng!

!Co

mpa

nies

to

wat

ch:

Veri

zon/

Spri

nt P

CS!

Veri

zon

coul

d bu

y al

l of

Spri

nt,

acqu

ire

LD a

nd w

irel

ess

spec

trum

at

the

sam

e ti

me

!N

exte

l cou

ld b

e in

spe

ctru

m t

roub

le if

it d

oesn

�t s

ettl

e th

e in

terf

eren

ce is

sue

Page 41: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

4141 © 20

04 O

utloo

k 4M

obilit

y

New

Tec

hnol

ogie

sN

ew T

echn

olog

ies

!Re

peat

ing

mys

elf

!N

ew t

echn

olog

ies

take

long

er t

o be

com

mer

cial

ized

tha

n an

yone

w

orki

ng o

n th

em b

elie

ves

!Th

ere

can

be a

hug

e di

ffer

ence

bet

wee

n w

hat

wor

ks in

the

lab

and

wha

t w

orks

in t

he r

eal

wor

ld!

Mos

t te

chno

logy

ad

vanc

es a

re in

crem

enta

l in

natu

re!

Look

for

Inte

l to

�tak

e th

e le

ad�

for

WiM

ax!

It w

ants

and

nee

ds a

wir

eles

s te

chno

logy

tha

t it

can

�dr

ive�

in

to t

he m

arke

t!

Unf

ortu

nate

ly,

som

e ba

d de

cisi

ons

will

be

mad

e by

pol

itic

ians

w

ho d

o no

t un

ders

tand

wir

eles

s te

chno

logi

es a

nd b

elie

ve w

hat

they

are

bei

ng t

old

by o

ther

s (n

on-t

echn

olog

y fo

lks)

!Th

ere

are

way

s to

pro

tect

the

�ri

ghts

� of

exi

stin

g w

irel

ess

oper

ator

s an

d st

ill p

rovi

de p

lent

y of

opp

ortu

nity

for

new

te

chno

logi

es t

o be

dev

elop

ed,

test

ed,

and

prov

en!

Page 42: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

4242 © 20

04 O

utloo

k 4M

obilit

y

Fina

l Com

men

tsFi

nal C

omm

ents

!Is

the

Inte

rnet

REA

LLY

a m

issi

on-c

riti

cal n

etw

ork?

!W

ould

you

, w

ill y

ou,

trus

t yo

ur m

ost

impo

rtan

t vo

ice

and

data

co

mm

unic

atio

ns t

o th

is n

etw

ork?

!Is

VoI

P RE

ALLY

rea

dy f

or p

rim

e ti

me?

!Th

e sp

ectr

um r

ush

is o

n!

The

Pres

iden

t�s

Spec

trum

Man

agem

ent

task

forc

e dr

oppe

d th

e ba

ll!

The

FCC

and

bot

h ca

ndid

ates

are

mes

mer

ized

by

Wi-

Fi a

nd w

ill

prob

ably

allo

cate

too

muc

h ne

w �

unlic

ense

d� s

pect

rum

!SD

R an

d ot

her

soft

war

e �a

nsw

ers�

to

spec

trum

pro

blem

s w

ill N

OT

solv

e al

l of

the

prob

lem

s!

Thos

e w

ho t

hink

the

y w

ill h

ave

not

wor

ked

in t

he �

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Page 44: Andrew Seybold Group,LLC The Wireless Experience · c o m W i r e l e s s B r o a d b a n d? ... Andrew Seybold Group,LLC Computing and Communications Industry Consulting Services

4444 © 20

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