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Technology Stocks : Frank Coluccio Technology Forum - ASAP -- Ignore unavailable to you. Want to Upgrade?

To: Frank A. Coluccio who wrote (423)	11/21/1999 9:46:00 PM
From: Xenogenetic	Read Replies (1) \| Respond to of 1782

Frank, after reading many of your posts when I owned ATHM and frequently visited that board, your knowledge of technology is second to none on SI. So what better place to ask this question than here. I came across an interesting business model, wireless communication tower outsourcing, and was wondering what your thoughts were on that concept? It seems that wireless colocation is akin to the web hosting firms except instead of dealing with computers, companies like AMT and TWRS deal with the colocation of the towers that are needed to sustain the exploding cellular market. The towers are unsightly and grouping them together would benefit not only the companies in this line of business, but also society. My question to you is do you see the need for wireless towers diminishing anytime soon by satellite or some other promising technology? I realize that there are many issues that need to be resolved in order for wireless broadband to become a reality, but how fast is progress on this front being made? I am hesitant to bet on the wireless tower colocation sector since that would also mean betting against those engineers at a company like Lucent not coming up with an innovative solution to the tower eyesore. Will we see more breakthroughs like the one below? biz.yahoo.com "The innovative technology -- built in partnership with Alcatel, Ericsson, Nortel Networks and Tekelec -- won an international design award at Global Telecom 99 in Geneva this fall. It features a first-in-nation, open-network architecture that enables U S WEST -- and potentially other companies across the U.S. -- to more quickly and broadly deploy advanced Web-based wireless services. It uses new 'PICOcell' mini-tower antennas that are smaller and more environmentally friendly than past cell towers." Thank you for your time Frank. I appreciate it. -Adam