Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Broadband Wireless Access [WCII, NXLK, WCOM, satellite..] -- Ignore unavailable to you. Want to Upgrade?

To: Martin Muldoon who wrote (1139)	3/12/2000 8:33:00 PM
From: Bernard Levy	Respond to of 1860

Dear Martin: I think that Terabeam's technology is essentially point to point. I believe it is advertised as P-MP since at base stations, it is probably possible to split an IR beam in several different directions. However, these beams need to be perfectly aligned with IR sensors on customer premises. This alignment requirement makes the technology a P-P one. I think that all NTRO shareholders can sleep easy (except for the nosebleed valuation awarded to their stock). The only wireless architecture that could be affected at the margin (i.e., barely) by Terabeam's technology is the ARTT ring architecture based on Triton Networks fast Ethernet radios. This architecture is similar to what Terabeam proposes to implement. Note however that I am very skeptical that Terabeam can provide the desired link reliability (five 9s not two 9s) except over very short links and in highly selected areas of the country. Best regards, Bernard Levy

To: Martin Muldoon who wrote (1139)	3/12/2000 10:32:00 PM
From: Bill Fischofer	Read Replies (1) \| Respond to of 1860

TeraBeam is PTMP The reason the signal is encrypted is that the laser is swept throughout an arc and every receiver receives every downstream in its sector. Encryption is used to ensure that customer A doesn't see what's being sent to customer B, etc. We should get more details at the formal unveiling tomorrow. TB appears to be a genuine breakthrough. What remains to be seen is how well it works under actual field conditions and what sort of rollout can be expected. My personal belief is that the last mile is such a huge opportunity that there is ample room for many different solutions which will serve different market segments. From the customer's standpoint the key variables are bitrate, reliability, deployment times, and price points. The actual delivery technology is largely irrelevant.