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Technology Stocks : Frank Coluccio Technology Forum - ASAP
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To: Frank A. Coluccio who wrote (1422)4/18/2000 6:18:00 PM
From: gilderite  Read Replies (2) of 1782
 
Frank,

I think that supplying fiber to the door to replace the copper cables most of have now is going to prove to be cost prohibitive in the near term. That makes for a very compelling argument for TERN modems. Certainly any new construction would allow for fiber to replace the copper to the door, but in the real world do you really think the cable operators are going to be replacing the copper that quickly? I also don't think that individuals are going to spend the money required to replace their copper cable with TeraBeam transmitters/receivers. It's a cost/reliability question. It might wash for a corporation, but not for individuals. Look how tough it's been for satellite TV etc.I think that TERN has a long way to go before the plug gets pulled. I do agree that it is not ascendant, but there are a few companies on the Gilder list that fall into the same category.

Re: TeraBeam. I'm not convinced that their technology will be replacing fiber all that quickly either. It's one thing to prove in a small test environment that you can transmit laser beams point to multipoint, but it won't replace fiber for long hauls; if I were outfitting my corporate offices, I would take MFNX's fiber over Terabeam without a second thought about it. Not as many headaches, period.

Thanks for your great contributions, by the way. I read the thread as often as time permits.

Marco
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