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

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To: elmatador who wrote (5213)	9/14/1999 12:01:00 PM
From: Bernard Levy	Read Replies (1) of 12823

elmatador: The trouble is that to my knowledge, Ericsson has not won a single major North or South American LMDS equipment contract. The big players are NT, LU, GMH, NN, CSCO and MOT through their jointly owned subsidiary (former Bosch Telecom), ... Ericsson is nowhere to be seen. Also, putting together a P-MP system is actually very difficult. The hardware is the easiest part of the story. The ATM wireless or wireless IP software is fairly difficult to implement. The bottom line here is that Ericsson will be too late to market. All big ticket P-MP purchases by LMDS license winners or big fixed wireless companies (WCII, TGNT, ARTT, NXLK) are being finalized, and latecomers will need to wait for the next cycle. Best regards, Bernard Levy

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