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To: Johnny Canuck who wrote (25551)	3/11/2000 2:24:00 PM
From: d. alexander	Read Replies (1) \| Respond to of 68228

>>>Dow 9928.82 -81.91 (-0.82%) re: sentiment on INDU vs NDX from Schaeffers site. schaeffersresearch.com Something to factor in to the EPC? which must be pretty broad? Of course, I didn't even know what it was the last time you posted it! Thanks also for the post from the optical thread. Seems a good rundown of a vast subject. Noticed that CIEN took a tumble during the proceedings. It got away from me, so chop-licking here. I wonder if it could do something really unthinkable & make a lower low...Fat chance, I'm sure :-) Dorothy

To: Johnny Canuck who wrote (25551)	3/11/2000 11:13:00 PM
From: Johnny Canuck	Respond to of 68228

Someone asked me about Terabeam. I am not sure what the big deal is. The optical fiber companies are not going out of business any time soon. From the little I have managed to find out so far. The technology uses lasers to transmit data point to point. The claimed range is 3 miles and data rates in the gigabit and higher range. Points to consider: 1) This is not a long haul technology. It will never replace fiber. It is designed for the metro market. 2) There are problems with scattering due to rain and the technology is highly directional, so it will be difficult to approach the theoretical throughput rates. 3) It seems to be a technology directed more at business applications that require the 10 gigabit or higher bandwidth. This is not intended to be a consumer product. So it is really only competing against xDSL, IDSDN, cable modems, T1, T3, and MMDS-LMDS technologies. 4) Right of way on building is still an issue as repeater will be required to be mounted on building, much the same way cellular repeaters are now. 5) You will not get roaming capabilities out of this like wireless. Localized transmission within the buildings is still an issue. Do you wire the building with fiber or use wireless within the buildings to distribute the data? My conclusion right now is this is technology will have it market segment, but is not a technology slayer. The hype might get it going like MCOM, but whether it is a viable long term business model, the court is still out. ************************************************** ************************************************** Subject 33811 Link to Terabeam chat board on SI Message 13157242 Yes. The article you linked is very important to VARL. NTRO is the leader in LMDS. VARL is sole source for a assembly for them. NTRO's stock has risen through the roof (including today), but VARL is nicely left at a reasonable valuation for buying. VARL will still have a few years to make a bundle off LMDS . . . but lookout . . . I have been speaking to several folks over the last few weeks about a company profiled today by Mr. Gilder named TeraBeam. LMDS is in trouble. TeraBeam has the ability to ship data at near fiber speeds through the air (not RF) using optical lasers. Fortunately the really big broadband wireless projects underway via US Worst and WCOM/FON will be MMDS, which will still have significant advantages over this new optical technology. You folks may recall that VARL is sole source to the major MMDS providers too . . . OH! You folks may want to make sure the wireless PROVIDERS you own will not be paying up for the coming RF auction . . . TeraBeam should make blockbuster bids nothing more than burning money. Seriously, KNOW WHAT YOU OWN. By the way, while at QCOM this past week, Mr. Jacobs reiterated that WAP is worthless when HRD and other high speed data services are rolled out (Oh, GSM won't be able to compete here either). Once again, bandwidth rules and fancy protocals that do not extend the network (thus it is difficult for the network to do what makes a network so valuable - communicate) fail. The market is sick - watch your portfolios closely & carefully. Message 13173947 terra beam purchase the optical lasers, or are they manufactured inhouse? They have an exclusive agreement with IRE-Polus for high-powered EDFAs. According to Gilder, IRE-Polus is the only place in the world that can make 5-watt pump lasers (need 5 watts to fulfill sector wattage requirements of 200 mW each for 24 users in sector).