more on two notes on the economics of Hot spots etc.

[David Farber <dfarber () earthlink net>]

-----Original Message-----
From: Andrew Seybold <Andy () outlook4mobility com>
Date: Wed, 11 Dec 2002 08:45:01 
To:dave () farber net
Subject: RE: <[IP]> more on two notes on the economics of Hot spots etc.

My answer is that I should have said "No Wireless terrestrial system has
ever made money as a data only provider", and looking at Sky's example I
can see where he gets his optimism from. However, what is happening in
the Wi-Fi market today is akin to the Internet bubble--and we all know
how that burst--somebody will figure out how to make money in the
hotspot space but I do not believe that it will be any of the existing
players nor Cometa.

Best Regards,
Andy Seybold
Outlook 4Mobility
www.outlook4mobility.com


-----Original Message-----
From: David Farber <[mailto:dfarber () earthlink net]> 
Sent: Wednesday, December 11, 2002 7:31 AM
To: ip-sub-1 () v2 listbox com
Subject: <[IP]> more on two notes on the economics of Hot spots etc.


-----Original Message-----
From: "JFC (Jefsey) Morfin" <jefsey () jefsey com>
Date: Wed, 11 Dec 2002 14:42:31 
To:dave () farber net
Subject: Re: <<[IP]>> two notes on the economics of Hot spots etc.

On 13:05 11/12/02, Dave Farber said:
> > Since no terrestrial network has ever made money offering data-only
> > services, what do these folks know that the rest of the industry does
not?

I am sorry but this is untrue. Tymnet did. As a former head of Tymnet 
International I can testify that creating and running the namespace in
an 
open way, carrying international secure data, integrating extended
services 
(what IAB calls OPES, ES for ... edge services)  in a way permitting VPN
to 
deploy and prosper, does permit to make a good return. The same for OSI 
operators such as Transpac. etc..

When I joined datacoms in 1977 I heard but unfortunately did not applied

lately a simple golden rule "you will make money in that business
whatever 
you do, except if you use the ARPANET technology"

I then quickly learned another rule (I stick to) which explains the
whole 
industries (telecoms and datacoms) problem: "one does not sell a network

system to its users but to who needs it to be used".

Obviously modelizing properly information technology, communications and

brainware as parts of the network system also helps a lot.

jfc





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