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

To: rr_burns who wrote (6502)	2/28/2000 8:07:00 AM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

rr- Here's my take. I know it's doesn't move as quickly as you read about but IMHO at least double every time estimate for any new technology rollout. Technology pundits rarely match economic realities. Next 1-5 years(1-3mb/s): HFC for 40% of households. ADSL for another 40% of households Narrowband wireless via CDMA, TDMA, GSM, etc. Fixed Broadband wireless MMDS or LMDS to fill in leftover markets. 5-10 years (8-15mb/s): FTTC HFC like T's Lightwire trials in Salt Lake City FTTC VDSL like Bellsouth's experiments in new builds. Broadband mobile wireless- God only knows which one? Fixed Wireless? 10-15 years(?mb/s): FTTH for everyone. LEO Sats like Teledesic for mobile wireless. Fixed Wireless ? -MikeM(From Florida) PS Sorry if there is a double post. SI is going haywire this AM.

To: rr_burns who wrote (6502)	2/28/2000 1:54:00 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

"....we may not recognize that the solution is in front of us when it shows up." rr- The above just caught my eye from your post. "when it shows up"? It's already here. One billion dollars is spent everyday on telecommunications infrastructure upgrades. The majority of it going into solving last mile access bottlenecks. I hear it time and time again from CEOs of all the major players in the equipment game. -MikeM(From Florida) PS Thanks for the opportunity to stand on my Last Mile soapbox.<g>