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

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To: MikeM54321 who wrote (8064)8/18/2000 9:11:46 AM
From: slacker711  Read Replies (1) of 12823
 
And the figure posted for the average wireless sub. I didn't know the average was so high-- $8,000 per sub!?

It's unbelievable....Voicestream sold for an average of over $25,000 per sub. They are all counting on the wireless penetration rate to go over 60% in the next 5 years or so.

As to HDR....You are right that HDR probably wont be available until Christmas of '01 (at the earliest for the US). However, with the penetration rates of both DSL and cable modems still so low, I think it will have a chance. Also the benefits of having a mobile link, should attract a number of subs. OTOH.....it will never have the speeds of either cable modems or full-rate ADSL.

I live in the suburbs of Chicago and neither DSL nor a cable modem is available to me. I imagine the same is true for others.....I definitely think that an HDR roll-out in smaller cities could make sense (a couple of hundred thousand and less). The density of the population would allow good coverage....but the wireless link wouldnt be overwhelmed like in NY.

Slacker
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