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

To: Frank A. Coluccio who wrote (4659)	7/15/1999 11:46:00 AM
From: lml	Read Replies (2) \| Respond to of 12823

Frank & Curtis: My understanding is that IDSL is 144K bps. The D channel is freed-up since the line is dedicated. I think the bottom line is that the increased bandwidth of 16K bps is de minimus to any subscriber. Interesting to learn that PacBell is provisioning IDSL in San Jose area. I heard that PacBell was going to rollout IDSL in July, but then I sensed that they abandoned those plans in favor of a focus on ADSL & extension of ADSL beyond the current tarif limit. Personally, I just don't see Earthlink provisioning IDSL across the lion's share of the PacBell service area. I attended a discussion given by Sky Dayton in March when he first announced that Earthlink had just struck a deal with GTE & was about to close a deal with PacBell to market DSL Internet service over respective ILEC lines. IMHO, any announcement to deliver "DSL" implies ADSL to the consumer, & to provide IDSL is misleading -- at least in California. Having a sense of Earthlink's concern for brand awareness & passionate customer base, I don't believe Earthlink is talking about any flavor of DSL other than ADSL. To the best of my knowledge, SDSL is still the sole realm of the CLECs in California. No factual basis for the foregoing, just an intuitive conclusion.

To: Frank A. Coluccio who wrote (4659)	7/15/1999 1:31:00 PM
From: Stephen L	Read Replies (1) \| Respond to of 12823

Frank, what are your thoughts on GlobalStar. Irridium seems to be a big forsale sign in the sky and Teledesic is a ways away. Do you think that G* will be able to provide more than just CDMA phone service in remote locations. It would seem that video streaming and large data file transfer might be efficiently done via satellite. And what about the growing propensity to go mobile with PDAs and other techno-toys. Do you know of any good souces that compare the current and projected costs/efficiencies of LEOs and the various wireless technologies? As always thanks in advance, Steve