LAST MILE TECHNOLOGIES - Let's Discuss Them Here Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: MikeM54321 who wrote (10961)	4/16/2001 11:04:37 AM
From: Rob S.	Read Replies (2) of 12823

That makes sense. I am just waiting and watching for signs of life in the sector and particularly the wireless broadband segment. I recognize the problem with that; there are many companies at the "starting gate" for FWBB, each claiming to be the leader in technology or in the infant market. The market has hardly declared a winner and it is impossible to tell at this point how well the claims of technical superiority will pan out. Maybe a year or two ago the stock market would accept that each one of these companies is superior and will be a market leader but not in this market. Cisco is the proverbial "bull in the China shop". They appear to be developing a worthwhile OFDMA offering, Cisco has a few worthwhile technical white papers explaining the technology for anyone wanting to bone up. However, I don't see them offering a fully integrated system including a user installed CPE unit . . at least not yet. And I have been told by competitors that Cisco charges too much for the OFDM gear they have now. Sprint and Worldcom have pushed back further deployments of WBB for two reason: the general chill in capital spending and to give them time to evaluate the new "2nd generation" wireless gear. Some vendors claim to be into their 5th or 6th generation of gear but the way Sprint defines it 2nd generation systems include non line of sight and the capability to expand offerings to provide capable VOIP. I believe Worldcom sees it the same way based on recent articles. Both have said that they will evaluate several vendors into the summer but I have not seen any indication of when the evaluation period will end and decisions made. My thinking about how the competition shapes up is admittedly flawed because a several of the companies have not yet gone public, they do not issue statements about who they are in trials with and getting information from them is difficult. Where I have been able to talk to management at WBB companies there is still the challenge of filtering out the sales bravado from the real facts. Of course this is often the case with any company but I think it is even more so because the FBB industry is sitting on a powder keg at this momment. There is a diverse market for these products (about 1700 ISPs . . some are even profitable after squandering money on fixed wires) but all it can take to ignite the situation is for Sprint or Worldcom to enter the market with a major OFDM roll-out. The way I am playing the sector is I'm sitting back and watching it and evaluating the prospects and the charts of the public companies. These stocks have been decimated and if good news hits the sector, such as firming or renewed capital spending, they can take off without any indication on the outcome of what technology or clear winner that may develop. But if I can get in relatively early when early indications starts appearing about who will lead in the OFDM arena, the returns should be very rewarding.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next