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

To: MikeM54321 who wrote (6192)	1/2/2000 7:23:00 PM
From: Bernard Levy	Read Replies (2) \| Respond to of 12823

Hi Mike: The problem with LMDS equipment is that everyone is aiming at 30% of the market: NN, ALA, Siemens/PCMS, LU/Netro, CSCO/MOT... I am not even mentioning Ericsson, Hughes, or newer companies such as Ensemble Communications. It is also useful to remember that 2 architectures are currently being advocated: the point to multipoint (P-MP) architecture, or the ring fast Ethernet architecture advocated by Triton and ARTT. The latter is just like an ordinary wired network, but without wires. Note that this second architecture can perhaps be viewed as a forerunner of optical wireless rings. Maybe I lack imagination, but I still like the P-MP approach. Best regards, Bernard Levy