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Technology Stocks : COM21 (CMTO) -- Ignore unavailable to you. Want to Upgrade?

To: zbyslaw owczarczyk who wrote (2218)	7/19/2000 10:24:14 AM
From: Mark Laubach	Read Replies (2) \| Respond to of 2347

I think the LMDS market is too capital intensive to get started due to the small node size. MMDS and MAN's appear to have a better cost structure to get rolling. Once market develops, LMDS should take off. However, it really depends on the geography and the target market size and take rate. Some may favor LMDS's business model at the start. These are just my own thoughts right now, I'm still observing. I feel that ATM based systems and some other architectures that support network open access and QoS give a better rate of economic return for the "pipe" supplier. Mark