Archive for March, 2003

A Lot of Jaegermeister

Wednesday, March 19th, 2003

Wireless News: Browser Inventors, Marketers Look Back at What They Wrought

Classic: “I remember there was a lot of J?germeister.”

Magic of WiFi from Business Week

Tuesday, March 18th, 2003

Business Week article on WiFi. More recurring evidence of the PR onslaught of WiFi. Inlcudes some interesting facts from the article:

- 137m Americans have purchased a mobile phone
- 35m have a DVD player
- 510,000 have a Tivo

Awareness of WiFi – 61% according to a survey by Ipsos-Reid

Verizon has announced WiFi services at “hundreds of hotels and 10 airports”

A Hampton Inn hotel in Michigan, with 124 rooms, installed its own WiFi AP, and the manager claims 20-40 guests logon each day.

The Myth of Interference

Wednesday, March 12th, 2003

Salon.com Technology | The myth of interference

Weinberger on spectrum.

Operating Costs for HotSpots

Wednesday, March 12th, 2003

An article on CNET delves into operating costs for hotspot operation, claiming “three-year costs” for operating a hotspot attached to a business-DSL line at $165, and that served by a T-1 at $400. I think you have to assume the three-year cost is a figure that includes a 3 year amortization of hardware and installation costs, otherwise the “three year” part makes little sense. Given that a business-class DSL line runs $70-$75 a month, this may not be too far off.

Other stats: 10X hotspot growth from 2002 to 2007. According to In-Stat/MDR, hotspot count should go from 745 in North America to over 7,000.

Finally, Toshiba and Accenture claim to have 10,000 hotspots in the US by the end of the year. Their model involves a revenue share with the venue owner and the operator. Toshiba and Accenture get 50%, the venue owner gets 20%, and the operator takes 30%.

McdWireless

Wednesday, March 12th, 2003

McDonald’s? Wireless launching today with Intel…

Apple’s Rendezvous

Tuesday, March 11th, 2003

Apple’s Rendezvous does some interesting things for zero configuration ad hoc networking. It’s interesting to see Apple pushing the boundary of open source innovation, competing not on locking in customers based on proprietary solutions, but rather fighting just on execution. If I had some cash laying around, it would be very hard not to pick up an Apple….

McDonalds, Cometa, and WiFi

Tuesday, March 11th, 2003

McDonalds hops on WiFi wagon, an MSNBC article getting lots of traffic on weblogs. What I find interesting is that this is the first big partnership scored by Cometa, and that McDonalds will offer 1 hour free access with a meal – and charge additionally for longer access after that. This kind of offer will I think spread to other brand-name venues as a way of increasing awareness of WiFi hotspots, and further prime the pump.

WLAN Hotspot Revenue

Monday, March 10th, 2003

An article from the Register quotes Monica Paolini at Analysys, a research and consultancy firm, on anticipated growth in the WLAN hotspot market. Starting from 2002, revenues for the US are $34M, going to $2.8B. Access point count estimates go from 3,400 in the US in 2002 to 27,000 in 2007, a nearly 10 fold increase.

So I’d guess that there’s some money in that $2.8B for Cometa’s part of the value chain. The question is, how much?

Hotspots in Tokyo

Monday, March 10th, 2003

NTTCommunications has a hotspot business in Japan for what appears to be 1600 yen a month (around $13). Many great cafes and restaurants are already up and running, including the famous Almond Cafe in Roppongi (for sneaking in that critical email in between Gas Panics). Both 802.11a and b are supported in many of the venues.

If I understand the pricing right, NTTCommunications is only charging around half of what Starbucks and T-Mobile are offering in the US. Is there more volume already in Japan that supports lower rates, or perhaps is NTTCommunications willing to take more of a risk? I wonder if someone in Japan can comment on the pervasiveness of 802.11 there.

World of Ends

Monday, March 10th, 2003

An interesting article on the Internet and why its different. Includes links to Isenberg’s classics.