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

To: Kenneth E. Phillipps who wrote (4428)	7/4/1999 10:19:00 AM
From: David Klein	Read Replies (1) \| Respond to of 12823

A question for anyone. Why would large companies (such as MOT, Ericsson and Nokia, Lucent even highlights the company on one of their web pages) sign licensing, joint development and/or marketing agreements with a small company that produces WLL terminals and holds the patent rights for dialtone over wireless which works with standard equipment? The company has low and inconsistent revenues, losses, and to me the visibility of fixed wireless with GSM, CDMA and TDMA for the last mile is not very clear. The stock has been a dog but large companies appear to be taking an interest in their products. Any insight to possible motives would be appreciated.

To: Kenneth E. Phillipps who wrote (4428)	7/4/1999 2:44:00 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 12823

Ken, thanks for that link, but the author of that article really should get out and see some of the world. Multi-dwelling unit or MDU schemes which distribute T1s and in some cases (in some of the loft areas of Silicon Alley in Downtwon NY and in the Flatiron District, for example) T3s to tenants, as well. Granted, the latter is rarer that the T1 delivery, and at best, a form of ostentation and self-indulgence which probably gets them little in return beyond a couple of Mb/s when all is said and done upstream, but they exist, nonetheless. Then there are the growing numbers of MDU apartment buildings which are receiving localized DSL, too, which terminate in an on site DSLAM, and get backhauled to the CO via fiber. Not too different, in fact, than an application discussed two years ago here in this thread with Dr. Loop, himself, George Hawley. FWIW. Here's an interesting twist: In NY City, RCN is now selling DSL services to its cable TV customers, reselling twisted pair services in MDUs as a separate means of delivering Internet access from their cable facilities. They also resell ILEC voice. Hmm. Regards, Frank Coluccio