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

To: MikeM54321 who wrote (7068)	5/23/2000 1:30:00 PM
From: Frank A. Coluccio	Read Replies (2) \| Respond to of 12823

Mike, I too will await to hear from our wireless heavyweights, but I just wanted to say that increasingly the pcs/cellular providers will be resorting to (and vendors are manufacturing the features in their wares which support) on-the-fly toggling capabilities. Toggling will be in place that supports cdma/gsm/analog, or tdma/gsm'analog, tdma/cdma/gsm/analog, and so forth, just as they accommodate toggling between analog and either of the digital formats, today. For clarity, this is for the purpose of accommodating the regional or national roaming conditions that users encounter on the road, thanks to the enabling characteristics of analog handling and digital signal processing, etc. I interject this here, in this space, so that I might get either or both Bernard and Peter and other wireless wonks (hi, wireless wonk) to address this point in their reply to your original question. Because, I think that this o-t-f approach is related in some way to the issue you asked about. FAC

To: MikeM54321 who wrote (7068)	5/23/2000 1:59:00 PM
From: Raymond Duray	Respond to of 12823

Hi Mike, Since it's "Wireless Tuesday", I'll throw in about 2 cents worth on WAP. The totaltele article is a good lead-in. The gist of this is available on the Ovum site. totaltele.com ovum.com [[I found the article's abstract by searching for "wap".]] Review: This reads pretty well, though it is at an elementary level, at least in the abstract. Re: DSLAM market data - Here's something on the stats for "Service Provider Core and Edge Hardware Market Hits $2.76 Billion in 1Q00" biz.yahoo.com HTH, Ray

To: MikeM54321 who wrote (7068)	5/23/2000 2:20:00 PM
From: Curtis E. Bemis	Respond to of 12823

Mike- I liked this statement from Nagle- "George Gilder admonishes us to "listen to the technology" to find out what it is telling us. Unfortunately, when he listens, George sometimes hears voices that are not there."

To: MikeM54321 who wrote (7068)	5/24/2000 1:08:00 AM
From: Peter Ecclesine	Read Replies (1) \| Respond to of 12823

Hi Mike, From about a month ago: Verison 16M amps subs and 7M CDMA subs SBC/BLS 10.5M amps and 4.5M TDMA subs AT&T 8M TDMA and 3M amps All of NextWave's C and F blocks will be digital, and most will be CDMA if credit-worthiness has anything to do with auction results ;-) So the EDGE path to 56kbps mobile and pedestrian services is the alternative to going GSM airlinks directly ;-) Anyone expecting 384kbps mobile services has to look at the net-present-value of the cost to provide it ;-) And AT&T's pockets are not that deep - I guess Ericsson's are. petere