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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Keith Feral who wrote (12078)1/28/2002 4:06:41 AM
From: Raymond Duray  Read Replies (1) of 12823
 
Hi Keith,

I feel like a geezer on this thread. But let me distill the essence of about 3 years of whizdumb I've gathered hereabouts:

Re: Fixed wireless is a product waiting for real sponsorship.

Unless and until you can identify the customer, this solution isn't going anywhere. This has been the problem for as long as I can remember. Keep in mind, anyone who has a landline isn't going to be interested in this solution. Anyone who has foliage around their antennae probably isn't interested. That's most every suburb in the nation. Just who are you going to sell this solution to? Answer that question first, then think about the technology.

Gilder is terrific at misdirecting avid newbies. The technology sounds so whizbang and special. What he doesn't ever discuss is the economics of these technological advances. That's why people who accept his religion are now about 80% poorer than they were two years ago. Think about them apples.

-Ray
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