Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Frank A. Coluccio who wrote (6011)	11/17/1999 11:37:00 PM
From: jack bittner	Read Replies (1) \| Respond to of 12823

Frank, not to the subject of contractor's doldrums: if great science goes to the simple, elegant, universal solution: assuming the world will demand total mobility - upstream and down - and maximum capacity: Will not someone find it by wedding the right technology for the best overall frequency to cover all usages w w lists and more: narrowband mobile, local loop, campus LANS, LMDS, point to point high capacity - all. I guess you'd say, "well, yes that's everyone's goal." Then wouldn't qcom, brcm, lu, txn, csco et al, spend their time and money better teaming up for the solution; given that now they are turning to short term solutions like OFDM - all flavors - for competitive reasons. if so, would you hazard a guess at where they could start? say a subsidiary thread called "Last Mile Technology - Let's discuss it here." j

To: Frank A. Coluccio who wrote (6011)	11/18/1999 8:26:00 AM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

"Mike, many folks believe that this has to do with the lack of residuals, or what remains after the job is done." Hi Frank, Good point. And that could be the common perception. I've asked myself that at times and come away with the same conclusion. It took 100 years to build the twisted copper pair network (200 million access lines). And 50 years to build the one-way coaxial(70 million homes). And what, about 25 years for narrowband wireless. All are being turned upside down. Not only in North America, but around the world. So that leaves me to believe there has to be at least 6-10 years of solid growth in the engineering/construction sector. And as you say, let's say all telcos have upgraded to ADSL speeds and cablecos to HFC speeds. And of course wireless broadband solutions are deployed where required to fill in by both. Then what? Well how about FTTC or even FTTH? Picture how much work that would bring. Another 6-10 years at least while the service providers milk ADSL, HFC, and 1 megabit wireless for all it's worth to recover their huge infrastructure costs. It's just not that hard to envision a fairly significant long term source of revenues (12-20 years) for the relatively limited players in the engineering/construction sector. But it's all just my speculation combined with what I read and hear about the players in the sector. This is my real speculation concerning when this sector will really shine. It's when their capitalization expenditures, from a quick ramp-up to today's requirement, is over. Then what is left is icing on the cake as they build their cash positions higher and higher. Then it will become extremely hard, though not impossible, for Wall Street to ignore the value. Anyhow, thanks for making me ponder it once again. MikeM(From Florida)