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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?


To: debby who wrote (23843)4/13/2000 2:27:00 PM
From: Rande Is  Read Replies (2) | Respond to of 57584
 
That is too tiny a deal to make any difference to LU. This terabeam stuff reminds me of KTEL. Too many caught in the hype. . . while too few thinking for themselves.

Come to think of it. . . with Lucent investing $450 million in Terabeam Internet Systems. . .researching last mile fiberless optics. . .which have been found to barely work. . . failing under poor environmental conditions. . . I would think many investors would sell off Lucent for making such a silly decision.

Let me make it clear. I believe wireless optics to be silly technology that doesn't have a prayer in competing with microwave digital wireless or fibre optics. . . or even xDSL.

The technology is aimed at office complexes. ARTT already has Lucent as an investment partner. . . but the difference is this. . .ARTT has plenty of working installations. . .and has about a 3 year head start. . . and has the license to provide wireless services to the largest office complexes in America. . . Coast-to-Coast. . . hundreds of them.

Now where does that leave TeraBeam? Unless Lucent's plan is to merge the two. Now that is about the only way I would even consider Terabeam as important.

And no. . . I don't subscribe to, nor do I trust those that have been PUMPING Terabeam of late.

I believe it to be a technology in search of a market.

Rande Is