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Until now, wireless was voice. Dead spots, interference, and the like, meant that you couldn't hear for a few seconds (you were still paying, mind you) or you got a dropped call (note, you spoke for 10 seconds and got charged the minute). You called again, no big deal. With the coming of wireless data, this state of affairs will ensure that a particular service provider will not be able to participate in the possible bonanza surrounding wireless data. In addition, as wireless gets more broadly adopted in voice transmission, the interference, dead spot, and dropped call incidents are multiplying rapidly since base stations have limited capacity and are getting very full. People are not calling from known dead spots, causing revenue loss for the service providers. Demand for better customer service in wireless is increasing as that technology matures, a normal process.

Base stations are expensive, so putting a filter that sharply increases capacity is much, much more efficient than building a new one. Plus, most municipal governments do not like base stations; permits are not always straightforward to get.

Up to now, then, cryogenic filters were being adopted by the visionaries in modest numbers. They were deployed in rural areas where the coverage issue was important and the "need" was great. But as urban cell stations get more crowded, with more voice traffic and, soon, with data traffic, the need for this technology will shove it into mainstream adoption, in my opinion. Failure to do so will put specific service providers at a disadvantage versus the competition. The successful deployments by the visionaries, plus the very favorable field tests, will provide the "proof" that mass adopters need to embrace the technology.

Pure GG gamers would not buy an enabling technology, like this one, when it has just crossed, or is about to cross, the chasm. As has been discussed in this thread, however, the market is discounting potential tornados earlier and earlier, so investors willing to tolerate more risk will be getting in at this stage, thus the runup in prices. The prices are correcting, and will likely continue to correct, but I think the mass adoption of this technology is nearer than most expect and the retracements are probably good buying opportunities.


Lets not forget about the buildout of 3G ( third generation wireless) thats beginning now across ASIA. NTT Docomo has conducted extensive field testing using ISCO's thick film filters in conjunction with CDMA tech, and massive orders are expected before September. Asia, and even Europe are way ahead of the U.S. in wireless buildout it seems.
Thoughts?
TheNewb
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