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

To: Frank A. Coluccio who wrote (7822)	7/30/2000 10:12:41 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

"And that's okay, too, for the utilities are coming. The utilities are coming. And they will bring with them wireless and fiber" Frank- Utilities in the last mile? Got any urls. I would like to read up on it. Thanks. -MikeM(From Florida)

To: Frank A. Coluccio who wrote (7822)	7/30/2000 10:48:28 PM
From: axial	Respond to of 12823

Mike, and Frank - Amen, to both of your posts. I think, in the next 2 years, the speedy setup of fixed wireless services will begin to kick some serious cable and DSL butt. Frank, I hadn't even thought of the utilities: it's amazing how many of them are collecting their own little networks of fiber. Mike, I acknowledge the importance of infrastructure, but the appearance of fixed-wireless rebroadcast and internet access simply bypasses existing infrastructure, and all those empty DSL and cable promises. In many cases, particularly in outlying areas, an ISP will only need a high-speed hookup (which cost can be passed on) and customers with transceivers. On the question of re-transmission, many will say MPEG 2 is 'good enough', particularly when the alternative is nothing. In the spring, I got a large number of PMs about the Look fixed-wireless initiative. The reaction of people to the service was simple and immediate: 'Gimme!' When people see the ads, they don't know or care where or how the service gets to them: they just want it. Whether some local incumbent loses out in the process is irrelevant, to them. The short-term impact of wireless on both cable and DSL is uncertain. To the extent that it will take market share from established vendors, cheaply, it will halt their advance to deeper penetration. In other cases, it will simply enable penetration they never would have given. It may delay the advent of FTTH (may!) because the price of the service for the performance can drive the payback time for FTTH 'way into the future. Regards, Jim

To: Frank A. Coluccio who wrote (7822)	7/30/2000 10:52:02 PM
From: P2V	Respond to of 12823

Thanks Frank, Re utilities... It just occurred to me, that (in front of ) nearly every home in my densely populated & very hilly neighborhood --- resides a utility pole. Would this not make LMDS "Line of sight" restrictions rather insignificant ? Yep, the utilities are here. At least in my area. And Utility Company-Wireless Local Loop should not be far behind. And Mike .... perhaps you may find some utility RF information in the Nortel news release archives. Wonder how feasible it is to link pole mounted transceivers together , via the utility transmission lines themselves ? Regards, Mardy.