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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Frank A. Coluccio who wrote (6232)1/12/2000 11:59:00 AM
From: LemurHouse   of 12823
 
Thread: I'm interested in your collective views regarding wireless technology's prospects with regard to being the "last mile" in terms of both fixed locations (home/office) and mobile applications. Specifically, I am becoming very interested in the "tower companies" position in the wireless sector, and their abilty (or inability?) to profit from the coming wave of broadband wireless (mobile or not) data traffic, as well as voice.

The tower companies rent space to the likes of bell atlantic, sprint, and the like for them to hang their devices on the third-party towers. Revenues derived mostly from the leases, but also by technical/engineering consulting in transmission network area, tower build-to-suit jobs, etc. It seems to me (a non-technical guy) that whichever companies win in the wireless space, they will all have to use the tower infrastructure to transmit their signal, at least until a new (satellite?) technology becomes commercially feasible.

My purpose for being here on this thread is to become more educated re the technical aspects of wireless voice & data transmission, and to pick your brains re how long the tower infrastructure is likely to remain a key factor in wireless mobile, and what are its prospects for "last mile" into the home. i.e., what are the likely technical challenges facing this technology?

Thanks in advance to anyone who can shed some light on this subject, and thanks to the thread in general for having such an informative discussion with a minimum of hybe and mutual bashing!

Andy
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