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

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To: Frank A. Coluccio who wrote (4797)7/26/1999 12:50:00 AM
From: Bernard Levy  Read Replies (2) of 12823
 
Hi Frank:

In the fixed wireless area, an interesting development
that came from almost nowhere has been mesh-based networks.
For the past 3 years, the technology that was considered
the logical approach for offering dynamically allocated
bandwidth to customers was point to multipoint (PMP)
technology. However, standards setting delays on wireless
ATM etc ... have opened the door wide-open to mesh-based
solutions (Triton Networks, etc...) I still think that PMP
will prove more scalable in the long run, but the paradigm
shift from PMP to mesh-based wireless networks has been
both sudden and intriguing.

The other interesting and unanswered question at this point
is what role communications satellites will play in
offering voice and data services to customers. Last year,
optimism was running high in the satellite industry. Now,
with the fate of Iridium, everyone views satellites as dead,
beaten by the combination of terrestrial fiber and cellular
wireless or cable or DSL. However, the current wisdom is highly
US-centric. I would not be surprised if it was proven seriously
flawed.

Best regards,

Bernard Levy
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