Corante

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Dana Dana Blankenhorn has been a business journalist for over 25 years and has covered the online world professionally since 1985. He founded the "Interactive Age Daily" for CMP Media, and has written for the Chicago Tribune, Advertising Age, and dozens of other publications over the years.
About this Site
Moore’s Law defines the history of technology. It held that the number of circuits etched on a given piece of silicon could double every 18 months as far as its author, Intel co-founder Gordon Moore, could see. Moore’s Law has spawned constant revolutions since then, not just in computing but in communications, in science, in a host of areas. Moore’s Law applies to radios, and to optical fiber, but there are some areas where it doesn’t apply. In this blog we’ll take a daily look at new implications of Moore’s Law in real time, as it rolls forward to create our future.
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In the Pipeline: Don't miss Derek Lowe's excellent commentary on drug discovery and the pharma industry in general at In the Pipeline

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May 19, 2004

The Predators Fall

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Posted by Dana Blankenhorn

Cometa Networks, the company formed by Intel, IBM and AT&T to dominate the Wi-Fi access business, has gone belly-up. (Image from Intel.)

This, to me, is very good news indeed.

The fact is 802.11, like blogging, has no viable business model. Just offering access for a fee is not going to work. To be useful access has to do something, it has to provide a real service.

Coffee shops offer this access, for the price of a cup (and maybe a roll on the side). But there are many, many other ways to get value from that access. You can create services, within a shop, which use that access for useful work. (I'm not going to tell you what those things are because I haven't totally figured them out myself.)

The bottom line is 802.11 is not a network business, and it's not an access business. It's not about wide-area networking at all, really. It's about local networking.

It's putting the Internet in the air, and making of it a platform on which you can build new applications, applications that depend on data you create unconsciously in your own life, the beating of your heart, the moisture level of your lawn, the expiration date of your yogurt.

It's not a WAN. It's not a network. It's a LAN, it's a platform.

Once the platform is in place, once the applications are set, then we can worry about extending them into the world. Then the way ahead will be obvious. Until then, drink your coffee.

When will they ever learn to stop wasting their money? When they read this blog.

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