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To: Harlock who wrote (34)	7/14/1999 11:20:00 PM
From: Mark Oliver	Read Replies (1) of 332

I think Metricom is a deviation that I am not sure how to catagorize. Do you see them as a voice play? I think the goal of all this will be to have a single all in one device that does away with a bag full of equipment, IMHO. At the moment, MCOM provides a very important service. Low cost, high speed connectivity for Internet. They seem to have little resistance to getting service areas and in their spectrum, I haven't noticed any other competitors. I was reading an interesting statement from BT's CTO that he could see PCS moving to cell sizes that could be as little as 10 meters. The idea of Metricoms small cell is good, but not unique. I wonder though how hard it is for them to upgrade their service. If they have thousands of transmitters on telephone poles, and then they upgrade to 128K service, how much new equipment must be put into service? I'd say the PCS road map is going to greater than Mbps range which is the first basic for transmitting video. Also, there is a huge potential in the LMDS wireless spectrum for very high speed wireless, but I think it's going to rely on stationary antennas dishes, even though they are only the size of a book, due to line of sight issues. I was amazed to hear that Iridium phones don't work in buildings because they must have direct line of sight. Paul Allen has done a lot to get position in the coming market. Maybe he's done so well because he's got so much money he can hardly miss, but I doubt it. Was interesting to read how he bought 25% of AOL in 94, but couldn't get along with Case, and sold his position. He missed a 41 billion dollar move by selling too early. Regards, Mark

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