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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: yggdrasil who wrote (10539)2/25/2001 2:32:53 AM
From: Raymond Duray  Read Replies (2) of 12823
 
Hi yggdrasil,

Mighty long list of questions you pose there. I'll see if I can take a shot at a few:

But we are also all agreeing that there [ought to be/is??] a great longterm market for last mile broadband and that this demand is forever and growing?
I saw a statistic last week that was rather chilling. It indicated that the number of residential Internet subsrcribers actually declined slightly in the US last year. Take this as hearsay, but in conjunction with everything else I've heard about how grossly over-hyped this sector has been for the past four years, I'm just not sure what to believe any longer. As far as demand goes, it is extremely price sensitive. Try to get the Napster crowd to actually pay for their music and you'll see a dramatic decrease in Net traffic, as an example.

Are we still waiting for the right technology?
Nope, not me. I'm waiting for Godot.

Is the market not quite there?
Reminds me of Gertrude Stein's line about Oakland: "There is no there, there." And: "Money is always there, but the pockets change." Finally: "Everybody gets so much information all day long that they lose their common sense".

Is the execution by the operators at fault?
IMO, all operators should be executed.....

Are we too impatient in expecting immediate success?
Do you know what the problem is with instant gratification?
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It takes too long....

What is the solution?
Sherlock Holmes preferred 7%.

What are we waiting for?
Did I mention Godot?

Best, Ray :)
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