Thursday,
21 November 2002 8:30 am
Finally,
some very good news from the telecom sector, news that could
create major new markets similar to what the PC did in the
1980’s and Internet did in the 1990’s, with the potential
for major new services and “killer-apps”.
It is news that I have been waiting literally decades
for.
Tuesday's
issue of the Wall Street Journal reported that Sprint is now offering
unlimited
usage plans for its always-on nationwide wireless packet
data service that can be used with laptops, tablets, and PDAs, and
the price ($100/mo.) is within reach of professionals, business
people, and “early-adopter” consumers. Verizon
Wireless is also now offering a similarly priced package. Although Sprint rolled out their
nationwide wireless packet data
services a few months ago, the usage charges were killers for the
type of serious applications I have in mind.
These new unlimited usage rates will change everything.
(N.B.: I
have no business relationship or affiliation with Sprint or
Verizon, nor do I
own their stocks.)
Like
what, for example? The
obvious first users will be the road-warriors, whose laptops will
now be always connected. PDAs
will finally be useful for most of us, because we always really
wanted them to be communications devices.
All digital cameras will want to have a wireless data card as
one of their features, so that casual photographers can instantly
send their photos for processing (yes – most of them need the
help of digital processing to look good, and some may need some
customized human intervention as well).
Casual photography could be forever changed.
Automobile makers: now you can finally create an information
center in your autos that can offer a cornucopia of mobile
services from shopping services to traffic management to weather
radar to emergency services.
Boat owners will finally have access to all of the data
that is already on the Internet, from nautical charts to real-time
weather to Coast Guard alerts.
That’s
only the beginning. This
new wireless data services will create a whole new market of
information services targeted at mobile users.
Laptops, automobile computers, and boat computers will
offer screen sizes and keyboards of sufficient size to make applications possible
that are either impossible or uninteresting on two-inch cell phone
displays and tiny keyboards. The
cell phones will simply become adjuncts to the larger devices,
handy when you are not in a car or do not have your laptop along.
History
indicates that the $100/mo. fee will come down over time.
At around $30-$40/mo., almost everybody will want to be connected
through at least one device.
This
could be the killer-technology that gets the computer, software,
communications, and internet services markets back on their growth
tracks of the 1990’s, and gets the investors excited again about
investing in tech stocks and tech startups.
I certainly hope it is.
We need it.