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

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To: Curtis E. Bemis who wrote (2503)12/9/1998 12:43:00 AM
From: Frank A. Coluccio  Read Replies (1) of 12823
 
Curtis, you ask,

"I have more--Want them ?? "

Yes, by all means. Anything that will demonstrate the principles and the field measurements made [[in aggregate - yes, I am aware that there are more ISPs than just one]] to establish these estimates and claims in a substantiated way are of interest to me. NAP transiting figures will do nicely for this, although they will only tell a partial story.

Thus far, and with all due respect to you and others here, including GG, I have seen nothing concrete along these lines. When you extrapolate from data that is itself dubious in its origin, you know where that goes. I want to see measurement-like results derived from bona fide network management accounting systems, as opposed to even the most honest attempts of extrapolations from grab-bag- like numbers.

I suppose that I along with some assistance from staff are well-enough prepared so that we should be able to go out and get this information ourselves, which is what I have an inclination to do, in part. But it wouldn't be a simple task. Any help you or others here can offer, like you so graciously have already offered, would be welcome.

In the end, however, I think that a lot more extrapolating will be done, because of the vagueness and impreciseness that exists in the elements that make up this sector, in such an endeavor. And if it takes more than a hundred days to accomplish...

I can turn this around and ask from the other direction, and my point would be the same. For example, it would not surprise me if at times the increases are much larger than the 100-day doubling suggests. Sporadic, and very-high peaks in activity (throughput) make more sense to me than claims of a sustained doubling every three months, especially when the numbers involved are so conveniently round and so perfectly chosen to drive home a point.

"100" and "2 times" are the very exact hypothetical numbers that I would use to demonstrate a point in instruction, in a highly simplified manner, without confusing the realities of an issue with real and imperfect quantities. That such rounded perfection exists in one of the most, if not THE most, chaotic settings ever created by our species, is another point that should not escape us.

I don't know how to regard these claims without more empirical data. "Show me the data," and not extrapolations of more of the same, and I will be much obliged to you.

The worst that can come of all of this, if I am wrong about my skepticism, is that I will thank you and be the wiser for it in the end. And that isn't all bad ;-)

Regards, Frank C.
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