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

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To: Raymond Duray who wrote (11469)	6/19/2001 8:49:03 AM
From: Crossy	Read Replies (1) of 12823

Ray, even if you called them just "freeloaders" instead of parasites, my argument is just that there should be no "ethical" problem contemplated in it. My point was that infrastructure costs are SUNK COSTS primarily. So a flat sum payment is more than adequate to compensate for this , even a healthy profit margin. Imagine if you could hook up to the Internet backbone directly (suppose you connect at a university or such). Would bandwidth be a "scarce" commodity ? I doubt it. I think it is ok to charge more for more bandwidth but in a bellhead world there is just no unmetered plan available. I'm an IT consultant here in Austria. One of my clients needed a faster hook up to the web - to connect a LAN. Did some analysis and we settled on an ADSL unlimited plan, funnily it is the ONLY unlimited plan available here, cost around $220 per month, 768 downstream, 64 upstream. Meager compared with offerings in your area but still quite speedy. Web surfing and email are the top applications so it is working quite well. Your engineer on BART was right on and if you have people checking up tickets then his argument is even more valid. No problem. Goralski's book was very impressive and I am now able to understand the background of xDSL technology way better. My eye opener from reading it was the rising economic incentive for even the bellheads to embrace xDSL as a means to avoid switch congestion. I'll try to add my 2 cents if questions arise.. The hikes for broadband rates are normal in the current environment, I would call an industrial shakeout. Longterm I would give MMDS (and LMDS too) a bright future as well as line of sight optics. Seems to me that a good deal of this last mile coverage needs to be obtained by companies conquering market by market on a LOCAL basis. We had a very succesful US company doing this in another industry: retailing. Ever heard of Wal Mart ?? <g> WMT was able to be profitable thruoughout all the rollout. Sprint and Worldcoms Broadband-WLL rollouts seem to unfold in a similar fashion. I'll keep my fingers crossed for them.. best wishes CROSSY

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