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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

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To: elmatador who wrote (11916)9/21/2001 11:34:21 PM
From: Peter Ecclesine  Read Replies (1) of 12823
 
Hi Elmat,

Spectrum gets reshaped by Software Defined Radios, and IP packets for services.

>>Expect WLAN's to be the target of much 'security' concerns <<
VPNs are the answer.

>>Now it is time to defend the revenues and all the acquired interests in today's datacoms status quo. <<
I just saw that the 1999 Indian PABX market was 1M lines worth $63M ;-) Maybe India has a 'datacom
incumbent wall.' There is no relevant datacom incumbency in deregulated economies. Maybe in India/Indonesia/etc.

>>That's because WLAN's are the technologies that will crack the datacom incumbent wall. <<
Datacom will become wireless at places where wire is too expensive or too regulated. The WTO telecom deregulation activity is what is relevant.

Nice provocative post.

petere
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