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

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To: wonk who wrote (3267)	3/30/1999 10:33:00 PM
From: ahhaha	Read Replies (1) of 12823

You haven't listed any negatives. Those are all relative positives. Clearwire isn't positioning themselves to sell 33.6 low end. They want to sell to ISP's who are looking for an added value broadband provision to business. 60%? That high? Probably only worth $100 billion. Cellularization is assumed over a broad footprint. You can have several strategically positioned transmitters. For what is being offered breakeven by your criteria isn't an issue. The question is whether costs scale linearly. If so, economies of scale may throw cable upgrade into the failed idea circular file. The unlicensed spectrum is the best part of it. Your PSIX comments don't seem applicable here because there is much better control over progressive load signal degradation. Specifically, there is none. It's broadcast. If the arena remains business, the FCC rules restricting broadcast over broadband networks may not be applicable. Maybe the FCC will rule that this form of broadcast is ok for the consumer level. Spread spectrum gets that for cellphone.

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