Privates on Parade: The Unstrung Top 25

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spc_canute 12/5/2012 | 12:11:07 AM

re: Privates on Parade: The Unstrung Top 25
Mr Freed even if Paul 2000 is a competitor of yours it should alert you to the fact that elata has lost a lot of credibility over the past year largely because of the enormous hype and spin it has generated.

If it is true as Paul2000 says that you have 50 employees then you surely must be in financial dire straits, of course unless you are paying them a pittance. To be fair to you, being in Devon probably helps to cut your base costs. It may be that Hutch and Amena are paying you loads of money, even enough to support 50 people and an office in HK - if so good on you and your business model.

You mention that you have an unannounced deployment. Most of us aware that operators are routinely "trialing" a variety of products at the moment - so i am afraid there is no great kudos in this. You mention that as the mobile provisoning space heats up you are in good financial health - but the real issue is that you have missed out on a whole host of deals announced in the past 6 months including T-mobile international's new platform vendor deal.

Whether or not you get additional VC funding there are some serious issues that you and your management team need to face up to. The comments Paul 2000 makes about technical and management credibility/capability should be tackled head on.

WF

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jacksullivan66 12/5/2012 | 12:11:04 AM

re: Privates on Parade: The Unstrung Top 25 Thanks for chiming in, Gabriel - I'm always happy to debate the positive / negative aspects of UWB, as well as it's potential...

I'll break my response up into two parts - first, the standard. Internal timeframe for a draft is Nov '03, and despite the contentiousness of the debate, I think it will be held up. Every major player has suggested that one (1) standard must emerge, and that it must emerge as quickly as possible (both the Intel and Xtreme camps have made public statements to this regard).

The battle lines are clearly drawn, however. But in my view, it stacks up like this - 8 companies currently supporting Intel's multi-band approach, 3 loosely support Xtreme's approach, 5 indep proposals that will probably be absorbed into one of the two camps above through down selection, and 7 I consider less significant. That's 23 total, but maybe 5 legitimate technical visions that can fairly easily be consolidated down to two. If there are more than 6 or 7 after July's meeting, I'll be surprisedGÇª

Regarding my personal comments, as a non-technologist, about the multi-band vs dual-band debate? I think they basically do the same thing - and therefore aren't as far apart as many believe. They both carve up the available 7.5Ghz of spectrum into smaller channels, and notch out a piece of the 5Ghz band so interference with 802.11a is mitigated at close range. The multi-band approach is more complex but also more flexible in the longterm - so possible initial cost and some short time to market delays are really the only downsides I see. The dual-band approach is less complex but only uses two functional channels - so maybe cheaper day one with a quicker time to market, but probably less flexible/adaptable as the market matures.

If the players live up to their word to progress toward one common, potentially global draft standard by Nov, and if their objective is to avoid the alphabet soup that the 802.11 standard has endured, IGÇÖd expect the final product to look more multi-band than dual-bandGÇª IGÇÖm personally hopeful that will be the caseGÇª

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jacksullivan66 12/5/2012 | 12:11:03 AM

re: Privates on Parade: The Unstrung Top 25 Second part GÇô cost and market timingGÇª

I disagree with you a little bit on timing and cost GÇô IGÇÖm fairly aggressive (vs. conventional wisdom) in both regardsGÇª HereGÇÖs why:
-+I believe the timetable within the IEEE 802.15.3a TG will be met GÇô meaning weGÇÖll have one, fairly flexible / durable (due to the multi-band architecture) draft standard by the end of 2003. Formal ratification no later than mid GÇÖ04.
-+Remember, the standard doesnGÇÖt just support 110Mb/s to at least 10M GÇô itGÇÖs also part of the criteria that PHY submittals should ideally have a roadmap to 200Mb/s @ 4M, as well as 480Mb/s. Indeed, several of the submittals from the Dallas meetings clearly show a roadmap to 1Gb/s+ based on the same underlying architecture thatGÇÖs currently being debated today.
-+Every major silicon manuf and consumer device manuf are active not only in the standards process, but within their own companies preparing to make products that take advantage of the huge potential of UWB. Xtreme already has commercial silicon in production (since mid GÇÖ02) @ 100Mb/s, and has been quoted publicly as stating theyGÇÖll be ready to release a 500Mb/s chipset by the end of 03. Intel demoGÇÖd a 220Mb/s UWB chipset last week, and IGÇÖm sure they have more up their sleeve. Philips and GA have been formally working on a UWB PHY (to 480Mb/s) and products that support it since Jan.
-+The formal technical requirements state GÇ£complexity, BOM and cost similar to BluetoothGÇ¥. ThatGÇÖs presumed in volumeGÇª IntelGÇÖs internal target is -+ the cost and 1/3 the power consumption of Bluetooth GÇô at 500 times the current data rateGÇª
-+XtremeGÇÖs initial Trinity 4 chip solution, which came out mid 02, was available for $19.95 each, minimum run of 100,000. ThatGÇÖs sub $20, first gen, low volume siliconGÇª
I donGÇÖt know about you, but if I were either a major silicon manuf or consumer device manuf, IGÇÖd be preparing as aggressively as I could to have product with UWB embedded in it, as early as absolutely possible. Despite the cost! This will be a major product differentiator for almost every computing device GÇô and not just consumer oriented applications. Volume will ramp up very quickly, and cost will come down very quickly. I expect UWBGÇÖs adoption rate to blow away what weGÇÖve seen with 802.11GÇª Call me crazy... ;)

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jacksullivan66 12/5/2012 | 12:11:00 AM

re: Privates on Parade: The Unstrung Top 25 I apologize if this is a little off topic, but the news items below are a direct followup to a previous thread within this discussion category. Just posting them here FYI...

Just out this afternoon, the below article - with a link to a very new website that formalizes the UWB Multi-Band Coalition...

http://www.ultrawidebandplanet...

http://www.uwbmultiband.org/

With this formal organization of a previously informal UWB "collaboration" effort around multi-band techniques, I expect the market momentum to continue to pick up as the standard solidifies...

Jack

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byebyewire 12/4/2012 | 10:14:25 PM

re: Privates on Parade: The Unstrung Top 25 Definitely get Iospan Wireless on there - probably under components, although most of their competition probably comes from the system guys.

Why Iospan? Because, although they sell chipsets, they've demonstarted a reference system based on their technology that delivers 10Mbps downstream and 5 Mbps up to a lot of people. Plus, Sprint and Worldcom are looking at them for stuff CDMA can't do - like actually keep a link up for an extended period.

Who should go? Probably Skycross as they're the least innovative people on the list...

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doodah 12/4/2012 | 10:14:19 PM

re: Privates on Parade: The Unstrung Top 25 Please add vendors to the list have are more than just slideware (e.g., Tahoe), such as
Megisto
Avian (or whatever its now called)
Airvana
WaterCove
Starent

Also, don't forget software vendors with actual paying customers like Byte Mobile.

Doo Dah ... Doo Dah

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mobileguy 12/4/2012 | 10:14:15 PM

re: Privates on Parade: The Unstrung Top 25 This company rocks. Have this application installed and have complete access to my desktop, with no agent running. It's. Companies will see the need and these guys are on the right path. We tested allot of apps out there and this one had ++ feature for low $$.
If your looking for a email and desktop solution check these guys out www.mobileairwaves.com

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OPTIK 12/4/2012 | 10:14:15 PM

re: Privates on Parade: The Unstrung Top 25 Tahoe what ?? ... come on Unstrung knows better than that, Megisto has real products and is running trilas with top customers in Europe where there is a REAL market opportunity.
Tahoe is slideware.

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pprehn 12/4/2012 | 10:14:14 PM

re: Privates on Parade: The Unstrung Top 25 Inphomatch
Bytemobile
Nomadix

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Guglielmo 12/4/2012 | 10:14:13 PM

re: Privates on Parade: The Unstrung Top 25 Rumor has it that Tahoe is laying off several dozen people, and that Anthony Alles has moved out of the CEO position. All before shipping any product. Do they still qualify as a hot startup?

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