Replies to post #79804 on Billionaire Boys Club Member Forum (BBCMF)

[midastouch017]

GOOG, probably my mistake,

Google's Wi-Fi plan envisions testing ground
News Story by Stephen Lawson, ComputerWorld, 10/19/05

Google Inc. wrote grandly of the importance of Wi-Fi in a proposal for free wireless in San Francisco that was made public on the Web Monday, but the search company downplayed its own potential role in delivering Internet service.

The proposal, one of 26 responses from interested companies to the city's request for information and comment on the idea of a citywide wireless Internet service, calls for Google to offer free Wi-Fi service to all residents and visitors. Advertisements targeted to users' locations would help support the project, in which other Internet service providers could also buy access wholesale and sell special services to end users, Google said.

"We believe that ubiquitous, affordable Internet access is a crucial aspect of humanity's social and economic development, and that working to supply free Wi-Fi is a major step in that direction," Google's response said. "However, we also believe that there will never be either one form of online connectivity or one company that exclusively provides it."

Some recent news reports have raised the specter of Google muscling in on existing broadband providers through widespread free wireless Internet access, using optical fiber capacity to create a national backbone network. In the document posted Monday, Google referred to the fiber network, but in a more limited context.

"It takes thousands of computers and miles of fiber optic cable to globally deliver responses to your search queries within fractions of a second," Google wrote in the proposal. "We are confident that we can replicate the success of this infrastructure in the world of Wi-Fi for the city of San Francisco."

San Francisco could be a testbed for location-based applications and services delivered over Wi-Fi, the company wrote. In fact, Google already is working with partners to provide free Wi-Fi in some parts of the city, and it offers access in a few locations near its Mountain View, Calif., headquarters.

Feeva Inc., a software company in San Francisco that submitted its own response to the city's request, said it joined with Google and the city in March to create two free municipal wireless networks. Feeva's software can identify the location of a user on a wireless network, the device being used for access, and preferences provided by the user, according to its submission. By providing that data to advertisers -- while preserving the user's anonymity -- the service provider can generate enough revenue to cover the cost of the network, according to Feeva.

Google proposed to build an IEEE 802.11b/g Wi-Fi mesh network that delivers more than 1M bit/sec. of capacity throughout the city. Anyone in the city could get access free at speeds as high as 300K bit/sec., and Google or third parties could sell access at higher speeds, possibly as high as 3M bit/sec. The 300K bit/sec. free service could be reached at street level, in the front room of a home or business, and on the first few floors of a building. Consumers might be encouraged to use customer premises equipment for better indoor reception, Google said. The city would give Google access to about 1,900 lamp posts for placing access points, which would also be located on some buildings.

Google would also provide a separate virtual LAN for municipal agencies' own traffic to help ensure delivery and mitigate congestion. The city could use it free at 300K bit/sec.

Wireless Facilities Inc., an engineering, network services and technical outsourcing company in San Diego, would design and deploy the network, according to Google's proposal. The network would eventually support 802.11n, the future wireless LAN technology designed for more than 100M bit/sec. throughput, once that is available, Google said.

Last month, the city sought comments from the public as well as information from potential builders or operators of a service. After responses came in early this month, Mayor Gavin Newsom said a committee would study the input for about three weeks and present its findings to him. After that, the city will request actual plans and bids to provide a service. The city could adopt one proposal or put together its own plan from parts of several proposals. If the political process goes smoothly, a service could go live within five or six months, Newsom said.

Though Google's plan has drawn the most attention, information also was posted Monday on plans by other major players.

EarthLink Inc., which recently won the contract to provide Philadelphia's municipal wireless network, proposed offering 1M bit/sec. residential broadband for less than $20 per month, with subsidies for lower cost service to economically disadvantaged residents. EarthLink would finance, own, deploy and operate the network but also sell wholesale access to third-party providers.

MetroFi Inc. said it would build a Wi-Fi mesh network for a free, advertising-supported best-effort public service and a $19.95 per month, 1M bit/sec. symmetric residential broadband service. A pre-WiMax mesh network would provide service at up to 3M bit/sec. to businesses. Both networks would be built at no cost to the city.

Motorola Inc. would use Wi-Fi on unlicensed frequencies for consumer and public service access along with licensed frequencies for a public-safety network that could be used in vehicles at more than 100 miles per hour. Internet service providers could buy access wholesale and offer a variety of services on the public network.

SFLan, a nonprofit project of the Internet Archive that has been providing free Wi-Fi in the city since 1998, proposed that the city set up an "exchange" to connect many wireless Internet service providers and community organizations that provide service to end users. Solar-powered access points with wireless backbone connections would allow the citywide local network to keep working at a reduced capacity in case of disaster, SFLan said. The city's exchange network could be paid for by general funds or a bond issue. An infrastructure covering 95% of the city would cost less than $1 million, according to SFLan. It opposes the use of captive portals for signing on to the network, because it envisions non-Web uses such as voice over Internet Protocol and video cameras.

http://www.computerworld.com/networkingtopics/networking/story/0,10801,105560,00.html

Dubi

[midastouch017]

Re :Wimax

A "New World" for Wi-Max

Michael Murphy is certainly no newcomer to the advisory world. Indeed, I have followed his work for over two decades. He has, however, taken a new turn, unveiling the New World Investor. Here, the leading tech guru discusses his favorite stock for the coming year.


"I think that we could tip into a recession next year, just because what would normally be just a slowdown is going to hit an economy that has a lot of imbalances in it in terms of consumer debt levels, housing prices, and energy costs. So while I see a great 2007, I am worried that next year we could get an economic downturn and a significant adjustment in stock prices. Therefore, I am cautious, particularly about stocks with cyclical exposure. Thus, we are mostly looking for companies that can power on through a slowdown because of the niche they are in or because they are not as exposed to the US markets.


"If I had to cut my list of favorite stocks down to just one, it would be Alvarion (ALVR NASDAQ). This is one of the two leading providers of Wi-Max equipment. Any many people know, Wi-Fi is a system that allows you to sit in a Starbucks and fire up your laptop and you are connected to the Internet. Wi-Max is just Wi-Fi on steroids. With Wi-Max, you can sit on your porch and pick up the signal from Starbucks, ten miles away and be connected. Wi-Max is going to be a really big deal. People have already shown that they love to connect wirelessly and wander around with their laptops and connect from anywhere.


"With Wi-Max, instead of being limited to 300 feet, you can be connected within 3 to 30 miles, depending on how many buildings are in the way. Alvarion partnered with Intel in the technology side of this business. They are partnered with Alcatel and Seimens on the distribution side. Alvarion already has systems in 80 countries, including China. The industry is still undergoing the development of standards, and part of the weakness in the stock has been disappointing earnings as customers wait for these standards to be set and for Wi-Max equipment to be formalized.


"However, the first round of equipment for Wi-Max has just recently begun to undergo formal certification and we expect to see certified equipment before the end of this year. Some Wi-Max networks are already being deployed with uncertified equipment, but the big increases will come next year. Intel is already pushing this technology and once the networks are out there, Intel will introduce Wi-Max enabled laptops and other devices. This is a situation that really won’t depend on the economy, as this is the very beginning of a major new technology trend. This is an Israeli stock, so there is some political risk. However, we would buy this stock up to $9. Next year, as people get enthusiastic about Wi-Max, we think it’s an easy $18 stock."

http://www.moneyshowdigest.com/Digest/article.asp?aid=msd-dc1-2951&iid=msd-dc1&scode=MSDe&am....

FWIW

Dubi
Disclosure:I do not own any.