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

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To: Dexter Lives On who wrote (12057)	1/8/2002 6:55:47 PM
From: rich evans	Read Replies (1) of 12823

One man's opinion from the ALVR yahoo thread. .there are some very interesting discussions about what the FCC thinks will be posible for delivered costs of new FWBB systems: they think that $25-$30 per month is feasible and will make FWBB the preferable BB access system over DSL or cable. To get to that you need to have a total installed cost per CPE and base station of less than $500 and you need scaleable from low to very high density. The total number of POPs of existing internet users in the U.S. is about 70 million of which only 7% are now being served by DSL, cable or wireless BB. Wireless BB has about a 1% share of current BB users and some small fractional % of total POPs. One thing I am very excited about is that the technology is evolving along the lines I thought that made sense . . . If I haven't made a fortune in ALVR yet at least it's good to know this industry is headed in a logical direction. If I and others are right, it is only a matter of time and the creative destructive forces of a technological revolution to make FWBB the most prolific media for BB delivery over the next several years. DSL will eventually be toast because it does not have nearly the potential of deliveing true BB cability - it is detined to become the poor mans dial up type service within ten years. Cable is ganged access and can't take advantage of the flexibility or mesh networking capabilities inherent in a wireless media. It will be around but will lose out in the race to wireless over time. The next couple years will be a time when the dumb fart analysts pumping the DSL, cable, and 2.5-3G wireless blowups come to understand what has happened underneath them. Rich

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