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

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To: axial who wrote (6900)5/3/2000 3:52:00 PM
From: axial  Read Replies (1) of 12823
 
Good afternoon - Well, I've gone this far out on the limb, and I can hear the sound of sawing behind me, so before I go any further I should explain what I'm trying to do.

Ask anyone about the future of mobile comms, and they just throw their hands up in the air. The mobile Last Mile is fragmented and contested. The future is unclear. I thought it might be helpful, instead of extrapolating to an unknown future, to propose a future ideal, and work back from that. Thus my preface on the layout of a future "network" purpose-designed to include mobile communications.

In that context, it is assumed that fiber will be King of fixed comms. I still believe the curve of the FTTH will be sharply up in the future, but that is just speculation.

So what would drive a mobile solution to be part of the future ideal network? The two most important factors (given a data transmission rate and range roughly comparable to its peers) would be:

1 - Spectral efficiency
2 - Optimal "migration" cost from present infrastructure

In the category of the mobile Last Mile would be high-speed data originating from cell phones, thought to top out at about 1-2 Mbps in all present scenarios, and other wireless schemes, possibly giving data streams as high as 20-30 Mbps.

So the next question is: which of the present mobile schemes offers the best chance of making it to this ideal network, given the criteria above?

I'll be plain: I welcome any comments, criticisms and improvements to these remarks. My sole intent is to try a different "thought attack" on the question of the mobile Last Mile.
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