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

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To: Raymond Duray who wrote (11490)	6/19/2001 4:12:30 PM
From: axial	Read Replies (1) of 12823

Hi, Ray - "Repeat after me: The killer app for wireless is voice, the killer app for wireless is voice." Ultimately, yes. No doubt about it. But who among us, right now, uses that aspect of their broadband connection? I mean that in the same sense as they use their PSTN/cell connectivity. Your statement is the same as saying the killer broadband connection is FTTH. Yes it is, but there's a few hoops to jump through before we get there. How far away is the day when you can be reached by your network address, with voice? Unknown. The use of VOIP in enterprise wireless LANs is becoming more prevalent - indeed voice is being demanded as part of the "package" from wired and wireless SPs. Until we reach the point where such service is ubiquitous (and again, that will be driven by the part of "demand" in the aforementioned virtuous circle) there is still a case for, and a demand for, simple broadband connectivity sans voice. In the case of the UK, there is fertile ground for wireless connectivity. The question is, "How much of a demand?" Regards, Jim

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