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Non-Tech : Amati investors
AMTX 1.630+1.9%Jan 12 3:59 PM EST

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To: JW@KSC who wrote (26693)10/7/1997 10:22:00 PM
From: Hiram Walker   of 31386
 
Jim, It seems to me that VDSL, HFC,LMDS will be the solution we are looking for. Are you sure the RBOC's will be willing to install a technology that they will have to replace in a few years? The last time they upgraded their plant,I think Andrew Jackson was president and Teapot Dome was the scandal of the day.
As far as leaders in new technologies,what do you think of ORCTF? They are leading the race to VDSL,and have some great partners in Fujitsu and Harris(I think, or was it Rockwell). Well Harris is down the street,and my next door neighbor is an engineer at Harris in Palm Bay. Well he likes me more now,and even tolerates my Rottweiler,ever since the neighbors behind me moved in with a Cockatiel(prehistoric screaming at 7 a.m.).
Last Mile ground will be copper,out from that will be the differentiation. Have you heard of New Media Comm,supplying CVUS will advanced headend and NIC's that allow speeds up to 48 mbps over LMDS?
Digital compression technology is the key to both HFC speeds,LMDS,and VDSL. There might not be that much difference between them.
What do you think of Stanford telecom,HP collaboration? HP gave up on HFC,now they are building LMDS systems.
Maybe the only differentiation we need is microcell technology to tansmitt PCS and LMDS over air. Air might be the best last mile,its free almost(until the FCC found a way to charge for it).
Hiram
p.s hey by the way we probably could communicate over air ourselves,let me yell out the window and see if you hear me.
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