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

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To: ftth who wrote (4536)	7/9/1999 12:40:00 AM
From: JMD	Read Replies (2) of 12823

Hi dave, I'm well aware of "lies, damn lies, and statistics" and probably do wear a CDMA hat (horn, tooter, and underwear if truth be told)--but it all comes firmly wrapped in a kimono of undying technological hype cynicism. Appreciate your comments--and I'm certainly not qualified to comment on semiconductor industry sales for other than wireless telecom uses. That said, CDMA is kicking the tar out of TDMA/GSM no matter how the numbers are viewed, skewed, or tattooed. TDMA/GSM, as previously stated, still has the predominant market share and will for some years to come--no carrier is going to rip out billions of infrastructure until they have absolutely no other choice. Do you want to talk greenfield installations? You raise an interesting point with respect to the appropriate metric for wireless air interface bragging rights--what should it be? I'd suggest Minutes of Use. MOU's are fanatically tracked and not very squishy, making it hard for the various partisans to color the results (though I'm sure they'd try their best). Maybe a combo of MOU's and ASIC's? Don't know for sure but agree that the fog gets very thick in telecom land. best, mike doyle

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