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Technology Stocks : TeraBeam -- Ignore unavailable to you. Want to Upgrade?

To: signist who wrote (203)	10/4/2000 12:50:32 PM
From: Rob Preuss	Read Replies (1) \| Respond to of 227

Interesting comments about TeraBeam... From the STXN thread on Yahoo! messages.yahoo.com > TeraBeam isn't a threat anytime soon > by: fun_da_mental_man > > 10/4/00 12:09 pm > > Msg: 9785 of 9786 > > Since I do respect George Gilder, when I read that TeraBeam > was going to revolutionize the world, I chose to research it > very carefully. I actually almost invested in the company > about a year ago. So, i'm not completely going to dismiss it. > > However, i have spoken with engineers at the company, a co- > founder, several competitors, and engineers from two > companies that have tested it. I try to do my analysis at as > low a level as i can get with people who really know the > product and aren't going to hype it up. > > It does work -- although there appear to be some severe > limitations according to those I spoke with on more than one > occasion. First, they say distance is nowhere near the 1-2 > miles claimed. Second, the product has not been cost reduced > to achieve the claimed low cost that george made. Third, > PTMP is tricky. Now, when i use the word "they", i'm not > claiming that every one of them said exactly the same thing, fyi. > > So, in the near term, it's not a big threat. Long term, if > they can fix these problems, they may be a threat -- but > even then, it'll only be a threat for the very shortest of > distances. > > They were supposed to be shipping in huge quantities already > -- and to my knowledge, they are not. So, get used to the > over-hype and under-delivery. Many companies do it, so i'm > not trying to pick on them specifically. > > Gilder, as you know, picked PCOM as the next great thing > several years ago without even testing the technology > developed by innova -- which obviously was superior. So, GG > knows a lot, but not always. > > As an aside, the worst investment mistake ever made by me > was to take gilder's advice and invest in NOVL. What a loser > investment. Gilder was right about their NDS technology, but > way off base on the company as a whole. > > Hope this helps.