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

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To: ahhaha who wrote (3258)3/30/1999 9:36:00 PM
From: John Stichnoth  Read Replies (1) of 12823
 
Once again, with the article you referenced, I find myself saying, "That is so cool!" I love this stuff!

The Clearwire approach seems to have dsl beat hands down in suburban areas, if they can get the costs down. The geographic area covered seems to be the size of a couple of Northern New Jersey counties. I don't know how many co's there are--but there are a lot. The article seems to state that they could handle the whole geographic area with a single basestation, the limit being number of simultaneous connections that can be maintained out of a single basestation:

A single Clearwire cell can provide wireless connectivity up to 25 miles with current speeds up to 640 Kilobytes per second (Kbps) full-duplex.

The technology also seems to commend itself to the "fractional use" model more readily than the wired last-mile alternatives, because they could handle more "ports" (for lack of the correct term) out of a single location; more ports lets them oversubscribe to a higher level, because of the better probablities achieved with higher numbers.

It's not a stretch to see this migrating to the consumer level in a generation or two. A bit cheaper (their low-end suggested prices are already real close to the $70 per month Bell Atlantic is charging for its medium-bandwidth implementation of ADSL) and a bit more bandwidth (if they could double it, they'd provide close to the same as HDSL). They avoid the ILEC obstructionism entirely. And they avoid the whole spectrum auction problems. How many ways can a technology provide competitive advantage?

This is cool! (Now, if they can encode Qualcomm's CDMA soft-handoff features, they'd also have a rival to PCS...)

So, what's wrong with it?

Best,
JS
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