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Technology Stocks : Frank Coluccio Technology Forum - ASAP -- Ignore unavailable to you. Want to Upgrade?

To: Frank A. Coluccio who wrote (1512)	4/28/2000 2:29:00 AM
From: jack bittner	Read Replies (2) \| Respond to of 1782

Frank, no doubt somewhere in these archives you've all discussed terabeam and airfiber. so perhaps all i need is a reference post for this. i recall coming on Last Mile all excited about a lucent p/r about "lightwaves-through-the-air", or some such. and you set me straight about fog, dust and rain; and your own direct experience with its limitations in the financial district. now, aren't these two just the same stuff with the same limitations? the puzzlement to me is not that lucent gets involved, i expect them to run down blind alleys. but NORTEL, those are a bunch of real pros! even if airfiber's mesh is superior (i'm not sure it is) to terabeam, why not pass; if it's always going to run into a wall of fog? I recall, you said it MIGHT be useful as a backup. i wonder why these 2 giants - nortel, anyway - want to dissipate their energies following every possibility. nobody's assets are limitless - especially the resource of minds. judgements should be made, i think BTW. is it true that lucent might spin off bell labs and go fully into being a fabless press releaser? R&D can thus be cut to zero, likewise sales and management. all they'll need is public relations, stockholder relations, George Gilder and his religous followers. For the wall street analysts who want high gross margin estimates, Mr. McGinn can estimate 95% every quarter. if the stockholders will agree that the company is worth 100 times estimated revenue, it WILL be worth 100 times provided they also agree that estimated revenues are a sufficient basis. no other measure of value is necessary if all stockholders will only agree and if all hold for the long term. each one merely needs to say on his deathbed, "don't sell the lucent."