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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 (8064)	8/18/2000 8:06:35 AM
From: lml	Read Replies (1) \| Respond to of 12823

This is only the tip of the iceberg. dailynews.yahoo.com

To: MikeM54321 who wrote (8064)	8/18/2000 8:14:50 AM
From: axial	Respond to of 12823

Hi, Mike - We can only guess about the possible success of T's moves. As an investor, I make a personal judgement on whether its plans are consistent with my view of the emerging communications world. In a climate of tremendous technological change, and continuous innovation, is T sowing the seeds of rebirth? A few months back, someone suggested that we should look to the European markets for some indicators of future direction: aspects of network optimization, convergence and Last Mile connectivity, despite the regulatory differences, are of great interest. The emergence of the handset as the center of the "sweet spot" of mid-term revenues argues for as much functionality as possible to be crammed into that handset. JMO, but I think T is heading right for the sweet spot and is a strong buy. Regards, Jim Late edit - I think it embodies the argument between legacy infrastructure and future concepts: I still believe that the influence of MSFT has been beneficial in changing the corporate view of, and plans for, the future. I am not saying that MSFT is right, but that their view of the future gives a new and different perspective to an old telco's vision.

To: MikeM54321 who wrote (8064)	8/18/2000 9:11:46 AM
From: slacker711	Read Replies (1) \| Respond to of 12823

And the figure posted for the average wireless sub. I didn't know the average was so high-- $8,000 per sub!? It's unbelievable....Voicestream sold for an average of over $25,000 per sub. They are all counting on the wireless penetration rate to go over 60% in the next 5 years or so. As to HDR....You are right that HDR probably wont be available until Christmas of '01 (at the earliest for the US). However, with the penetration rates of both DSL and cable modems still so low, I think it will have a chance. Also the benefits of having a mobile link, should attract a number of subs. OTOH.....it will never have the speeds of either cable modems or full-rate ADSL. I live in the suburbs of Chicago and neither DSL nor a cable modem is available to me. I imagine the same is true for others.....I definitely think that an HDR roll-out in smaller cities could make sense (a couple of hundred thousand and less). The density of the population would allow good coverage....but the wireless link wouldnt be overwhelmed like in NY. Slacker