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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: lml who wrote (7062)	5/22/2000 12:05:00 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

"Is fixed wireless to the neighborhood for real? I'll know it when I see it. " lml- I agree. I'm anxiously awaiting the Sprint/Worldcom/MCI deal to go through. I'm guessing the FCC thinking is what is keeping this large LD SP from going head-head with AT&T's cable plant for the home consumer. This is a battle I'm particularly looking forwards to. I wish the FCC would just approve it so the games can begin. xMDS versus HFC. But I'm not holding my breath on it. Where I really think xMDS could shine is the 4,600,000 commercial buildings in the US not served by fiber(and not likely by coaxial either). If you only include 3 stories or higher, than that brings the figure down to 800,000. Now those I see as a significant target for xMDS SPs. -MikeM(From Florida)

To: lml who wrote (7062)	5/24/2000 12:46:00 AM
From: wonk	Read Replies (2) \| Respond to of 12823

...is fixed wireless to the neighborhood for real? I'll know it when I see it. I read ABOUT it, but I don't see it being deployed in the neighborhoods just yet. Why? Wireless nodes gotta be less expensive than laying new coaxial, but we're not seeing that. Yes hybrid fiber/coax wireless would be far less expensive, no its not happening and yes line-of-sight issues are for real. The answer to the 'why' is the usual answer for all things wireless: spectrum. Not technology - spectrum. How much do you have and where is it located? The reason why residential networks using a hybrid fiber-wireless architecture have not been deployed is that one only finds enough 'licensed' spectrum, for now, in the 28 and 38 GHz bands. These are line-of sight. Best case estimates for a non-overlapped cell layout at these frequencies is 20% coverage of households in suburban areas. If you want to get to 80% HH coverage you need each and every cell to be 50% overlapped by each adjacent cell. That increases the cost - and I'm not exaggerating- astronomically. ...But until then, I remain unconvinced that fixed wireless presents a competitive alternative to twisted pair or HFC to the home at this juncture. Stay unconvinced. Now, if one could get an exclusive license to 400 MHz - say between 800 MHz and 1.2 GHz - one could build a combination broadband mobile / fixed network which could put a serious hurt on every ILEC, CLEC and mobile carrier in the territory. The pure fiber CLECs in the downtown cores of the top 20 US cities would be OK (and yes, Manhattan and the other 4 boroughs are a special case - but everyone else, Hah!) Problem is - there are lots of other tenants of the choice spectrum. Nice to dream though. ww