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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: Rande Is who wrote (4070)	6/7/1999 2:36:00 AM
From: Raymond Duray	Read Replies (1) \| Respond to of 12823

Hi Rande, Hoping you might be able to quantify "one staggering amount of data." TTBOMK, that would be 6 Mbps/channel. Is that about right? <Wireless broadband, via satellite will survive in limited areas, including downtown areas, large business complexes, apartments, condos and hotels. .> Who's satellites? Hughes DirectPC or what? There are at present no LEO birds capable of handling synchronous data traffic. And with Teledesic getting back-burnered, none in the immediate future. Perhaps you are thinking about the systems being developed by WCII, TLGT, NXLK or MCOM. But all of those are terrestrial systems. Please advise. Best, Ry

To: Rande Is who wrote (4070)	6/7/1999 8:23:00 AM
From: Kenneth E. De Paul	Read Replies (1) \| Respond to of 12823

My dispute is definitely not with the future and the concepts. I think that the technical issues can be solved over time. I base my analysis on three major points: 1. I remember all the airlines messes with the help of the government. The industry needed a few years to stop all the petitioning and fighting and a few bankruptcies before anyone could do well. 2. Essentially, wired phone service is cheap and as soon as the competition starts, it will get cheaper than real costs, thus impacting all business plans. 3. My forecast is for more wireless phone growth...even at the expense of wired (T does well here) but with slimmer margins as more carriers enter the field. All of these combined, and it sure looks like major industry wide revenue hits for the next couple of years to me.