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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Dexter Lives On who wrote (11941)9/28/2001 3:30:31 PM
From: Raymond Duray  Read Replies (1) of 12823
 
Hi rob,

Thanks for your views of the 3G hysteria. 3G is certainly not playing out the way that most would have expected.

That is an interesting development with regard to the MMDS spectrum. One thing I learned a while back is that there is a world of difference between "mobile" and "portable". The former, if I have my facts right, is referring to comms units capable of a bitrate at vehicular speeds, with lots of cell handoffs. "Portable", OTOH, refers to a user walking around an office, living room, park, etc. where there is no handoff, much less transmission overhead and generally much greater available bitrates. The gotcha in all this for the underinformed retail investor is the breathless use of "portable" in various press releases to indicate great leaps forward in certain technologies, when in fact the applicability of such a capability is quite limited and not at all what the patzer has in mind when he reads about these "advances".

Sounds like WCOM and FON have done some nice fancy footwork for themselves with the MMDS re-licensing. Reminds me a bit of Craig McCaw's purchase years ago of a slice of the spectrum at an FCC auction that the DoD eventually traded at a bargain rate with McCaw for the PCS's 1.9Ghz spectrum.

-Ray
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