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

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To: JGoren who wrote (5847)	11/4/1999 5:51:00 PM
From: MikeM54321	of 12823

JGoren, Keeping things in perspective. Re-building the 100 year old, 200 million line, trillion dollar, twisted copper pair network is a BIG task. Re-building the 50 year old, 70 million home strong, coaxial cable network is a BIG task. And building a new broadband wireless (as a third competitor) access network from scratch is a BIG task. So far only about a one million users are hooked up via HFC cable, and only about 500 thousand have twisted copper DSL access. I do not know what the wireless stats are, but it is not even significant yet. In other words, there is a LONG way to go. Especially considering I only was estimating the US market above. Europe, Asia, and Latin America need broadband access (with accompanying backbones) too. So I'm not too concerned about who will win right now. IMHO, it's just so too early in the game to make an either/or investment decision on which access technology will win. MikeM(From Florida) PS Don't hold me to any stats above. I was just pulling them out of my faltering memory. I'm believe they may be in the ballpark.

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