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

To: ftth who wrote (4279)	6/22/1999 6:33:00 AM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

Dave and Frank, I was at Circuit City about a year and a half ago. In the store they had a satellite Internet connection set-up. I can't remember whose system it was. But I tried it. I have to say, I was very surprised. I could not tell the difference between what I am on right now (cable modem) and that system. It was pretty impressive. I automatically assumed that it was going to be a POTS uplink. And I figured it was geared towards AOL customer base which is almost exclusively home cyber-surfers (two-way is not important). I also assumed it was just going to be strictly data only with no attempt at voice services. Lot's of assumptions there, but it's AOL and AOL does know their target audience. I'm guessing they are going to be undercutting anything else on the market quite substantially (which is a good thing for the consumer). If either of you know, how hard would it be to make their system and go International? From what I recall, it took only a satellite or two to make the one I demoed work. I think there would be a very large market for their satellite access if it was available around the world. They currently have POPs around the world for dial-up service. If a US based user could take those download speeds with them when traveling, that would be a valuable feature. Cable and DSL don't travel. And obviously if consumers in say, for instance, Eastern European or SE Asian countries (where DSL and HFC networks will be LONG time coming) could get broadband access, I would think this would be an entirely new target audience for AOL to go after. MikeM(From Florida)

To: ftth who wrote (4279)	6/22/1999 7:55:00 AM
From: Frank A. Coluccio	Read Replies (2) \| Respond to of 12823

All very good points, Dave. Thanks. I couldn't help catch one phrase, tho. "... their REAL subscriber data.." What's the shelf life worth, or the residual relevancy expectation of this data, nowadays, just prior to the emergence of the so-called "convergence techs" which lie squarely on the horizon? Even for someone as arrogant as AOL, assuming that they could create a "model" that would supersede a truly interactive one with one that is primarily broadcast based, is a stretch. Unless their loyal following play into it. Who knows? Shades of Jamestown surface to my screen. On that note, Best Regards, Frank Coluccio

To: ftth who wrote (4279)	6/22/1999 8:03:00 PM
From: Boplicity	Read Replies (1) \| Respond to of 12823

Dave, Frank sent me here I would like to see your comments on the below. Also, I would like to know why QCOM is not in this market? re: CDMA over cable... June 22, 1999 17:14 Broadcom, Stanford Telecommunications Settle Litigation; Broadcom Receives Broad License to STel's Patents IRVINE, Calif.--(BUSINESS WIRE)--June 22, 1999--Broadcom Corporation (Nasdaq: BRCM), a leading provider of integrated circuits enabling broadband communications to and throughout the home and business, today announced that it has settled all outstanding litigation with Stanford Telecommunications, Inc. (STel). STel had brought an action against Broadcom in the United States District Court for the Northern District of California alleging that certain Broadcom products infringe a digital modulator patent held by STel. Broadcom counterclaimed in that action and brought a separate action against STel in California Superior Court for misappropriation of Broadcom trade secrets. In settlement, the parties agreed to dismiss all claims and counterclaims in both actions. Under the terms of the settlement agreement, STel granted to Broadcom a worldwide, non-exclusive, royalty-free license to STel's rights in patents and patent applications, and all inventions conceived, through the date of the agreement, relating to any transmitter or receiver technology, or design or invention capable of use over a coaxial cable transmission medium. STel also agreed not to bring any future action against Broadcom, its suppliers or customers for patent infringement or trade secret misappropriation resulting from commercial use of any of Broadcom's existing technology, designs or products. Broadcom also obtained the option to acquire licenses on commercially reasonable terms to STel's patent claims based upon Code Division Multiple Access (CDMA) inventions capable of use over a coaxial cable transmission medium. Those claims were excluded from the current license. In connection with the settlement, Broadcom made a one-time payment to STel and the parties exchanged mutual releases. Neither party admitted any liability in connection with the various actions