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

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To: ahhaha who wrote (3271)3/30/1999 11:03:00 PM
From: wonk  Read Replies (2) of 12823
 
ahhaha:

As I said to John, I'm an advocate.

...The question is whether costs scale linearly. If so, economies of scale may throw cable upgrade into the failed idea circular file.

In medium density locations, (not downtown urban nor rural areas) broadband wireless has, IMO, an absolute cost advantage over competing technologies in either a "greenfield" deployment or overlay scenario. Of course one has to make assumptions about the "take" rate, the penetration ramp, average revenue per subscriber, and the average subscriber utilization, but all-in-all, under any set of reasonable assumptions and even some mildly unreasonable ones, I'll take BB wireless.

Having said that, it still takes a ton of cash.

... Your PSIX comments don't seem applicable here because there is much better control over progressive load signal degradation. Specifically, there is none. 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....

I do not understand your point here. Could you clarify?

ww
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