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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 (5093)	9/2/1999 8:39:00 AM
From: elmatador	Respond to of 12823

Great Posting Frank! You put the drilling right on the tooth's nerve. Technology has overtaken the people that work with them! I will show it to our guys here. Thanks, Frank!

To: Frank A. Coluccio who wrote (5093)	9/2/1999 9:12:00 AM
From: David Klein	Read Replies (1) \| Respond to of 12823

Telular was just issued a new patent. Can someone explain in simple terms what is the advantage or marketability (if any) of this product. Not quite sure how it works. 164.195.100.11

To: Frank A. Coluccio who wrote (5093)	9/13/1999 4:05:00 PM
From: Frank A. Coluccio	Respond to of 12823

Ken Phillips, re: Last Mile Gb Ethernet If you recall, we recently discussed the utility of Ethernet in the local loop (gigabit Ethernet specifically). See posts 5091 and 5093. We've actually kicked this around several times since last year, as well. Today, MFNX announced a partnership with CSCO to provide just such a packaged arrangement over dark fiber for enterprise users . Some smart marketing on their collective parts, but this application of Ethernet technology over optical facilities is not new. See the preess release which follows, with thanks to Mark Lewin. Message 11230715 Note the careful omission of any mention of dense wavelength division multiplexing, or DWDM. I can interpret this several ways. (1), thid DWDM consideration is secondary to the offering and MFNX may already have someone else picked out for that, or (2), they will be utilizing the entire strand. The first of these, due to other marketing arrangements, and the latter due to support issues (not wanting the fiber strands which are used contaminated by other potentially harmful applications that could inhibit proper support). Last year sometime, I believe it was Electric Lightwave who did the same thing in a large Northwest City, creating a municipal Gigabit Ethernet. Anyone recall that situation and where it was installed? In any event, if you read the current release it would tend to give the uninitiated reader the impression that this was a first. Some brilliant marketing, I'd say. And a real ball... er, bell-buster. This move on the parts of both MFN and CSCO (and others who are doing this now in a less celebrated way) has the effect of removing just one more panel from the copper ceiling that has held down the affordability of true broadband capacity deployment for corporate end users up until now. Which brings me to my next question. Anyone have any thoughts on just how long the ILECs could hold out, and continue to refrain from offering dark fiber, if the MFNXs and some of the MSOs of the world continue offering it at attractive rates? Who else besides MFN and a couple of power utilities and small cable operators are doing any notable trade in this area today? Anyone? Regards, Frank Coluccio