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

To: LLCF who wrote (4796)	7/25/1999 7:43:00 PM
From: Frank A. Coluccio	Read Replies (5) \| Respond to of 12823

Hi David, "Is last mile tech "stuck in the chasm" with what's going on in wireless or what??? Who's got a real product, anyone? Presently, chatter abuzzes about the messiah being 3G CDMA technologies which portend to yield between 384 k and 2 Mb/s wireless, sometime in the year who knows when.. two to three years out. When I see projections like these with still work to be done, I usually add a vapor factor of rouhgly 15-to-35% before first product release, and then some one-to-two years before significant penetrations take place. WHere does that put us? Somewhere between 2001 and 2003. Not good enough. I think this so-called 3G camp has left itself wide open to preemption by "something else" in the wireless realm that may come along and take away the prize before they can get out of the gate. In another couple of venues, this is exactly what happened to ATM. In the WAN venue Frame Relay came along to fill in the voids left by years of promise which resulted in nothing but ongoing forum debates, and other implementation sticking points. Now, in the LAN and CAN (campus area nets) venues, GbE is stealing the show from ATM. Assuming that my stated notions here are even remotely plausible, then I would appreciate if someone would make a suggestion, or take a wild stab of a guess, as to what that something else in the wireless space might be. Anyone? Dr. Levy, and wireless wonk, we hardly hear enough from you folks. What say? Regards, Frank Coluccio