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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 (6503)	2/28/2000 11:55:00 AM
From: rr_burns	Read Replies (1) \| Respond to of 12823

MIkeM.. so are you saying that in the hypothetical timing context as posted, that if 3mb/s was clearly in place "next week", would you rush to invest in in it 8 days from now, or would you wait till 11 days from now where 10/15/50/?? Mbps might be mature and you could assess it? In this dialog i am purposely trying (and unrealistically so) to compress the timeline for evolution of last mile technologies, so that the "end point" is defined for us as a target. This may be a bit like Mr. Gates apochryphal statement that 640k of ram is more memory than anyone will ever need. But the fact is the 640k device was an order of magnitude greater than the competing apple and cp/m machines of that era, and the 640k pc architecture became an endpoint for a long long time that redefined the computing industry. In hindsight big ram was a defining parameter then. I agree that we will see 3mbs devices being widely marketed very soon in the real world in North America, but I don't think it "really solves" the last Mile "properly" - do you? It feels, to me, to be potentially an awful lot like a 64k kayproII cpm or apple II machine. So the question seems to remain for us, what is the set of parameters that when they occur, would stand out from the crowd and say to you " yes, the last Mile is solved, for the foreseeable future (i.e. > 10 years out)"? cheers! RR