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Technology Stocks : Adaptec (ADPT)
ADPT 14.09-0.4%Nov 14 3:59 PM EST

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To: Starowl who wrote (1613)4/7/1998 8:12:00 PM
From: Torben Noerup Nielsen  Read Replies (1) of 5944
 
I don't know that businesses will necessarily be the first ones to adopt this technology.

I oftend go to Tokyo and every time I do, I have this long bus ride from Narita Airport to my hotel. On the way I pass by lots of apartment buildings and homes; the highway is generally elevated so you get to see a lot of rooftops. And a *lot* of those rooftops have many small satellite dishes. These are for analog TV reception, but they are the same size - around 50 cm or so - that you would use for digital reception. You see them on the balconies of apartments too and if you go look at electronics stores in Tokyo, they are all over.

This is so since Tokyo has a pretty bad shortage of underground wiring capacity. Many other old cities have the same kind of problem. Not so much in the US maybe, but overseas it is definitely so. I think one of the pilots Eutelsat was running was in Hungary and that is probably a good example. Never forget that in many of these old cities, you don't just go dig up the road to put in more conduits. When your basic infrastructure has stood for 1,000 years or more, things tend to get a bit complicated! A small dish mounted on a rooftop or a wall is a lot easier to deal with.

Again, I have not done any kind of exhaustive analysis of this market. But based on what little I personally know about conditions in other parts of the world - and on being a professional in data communications and networking - I think this has real possibilities.

Cheers, Torben
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