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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 (8870)	10/13/2000 7:00:27 PM
From: Sector Investor	Read Replies (1) \| Respond to of 12823

Good questions, Mike. Obviously I cannot answer them from my knowledge, but also in that article was a table titled "Link attenuation and the weather" which should help a bit regarding your distance questions. Also, there is additional information in this 21st Century Investor article on this area. Regarding reliability, here is how they said they reach "5 nines" of availability: "How can they deliver "5 nines" (that's the techie term for 99.999%)? By using a "mesh" architecture, and then throwing in a further back-up layer through the use of unlicensed radio frequency transmission. A mesh means that OA is provisioning a back-up TereScope at each site, pointed to another TereScope in the network, so that there is always a way to route around an outage and get out to the Internet. " That RF capability is new. I imagine they can lengthen their distances a bit, if the customer is willing to possibly have to use the backup link during a heavy fog for example. Their recently filed S1 states that they have OC-48 speeds now, and by using 16 channel DWDM they will have 40Gbps speeds in the 2nd half of 2001. ragingbull.altavista.com Of course, your concerns apply to this technology in general, including Terabeam and AirFiber, right, not just Optical Access?

To: MikeM54321 who wrote (8870)	10/13/2000 7:34:17 PM
From: Frank A. Coluccio	Read Replies (2) \| Respond to of 12823

Mike, to some degree the best-effort mentality that has been engendered by web existence has de-sensitized many users. So that, the absolute five-nines reliability criteria is not as important to many of today's users as one might imagine. For those applications that demand it, users will go the extra cost and implement it. Or put in the necessary backups to ensure it. But for the majority of 'net-related purposes where high bandwidth is most useful to the non-financially impacted user (m-m, entertainment, video-conferencing), momentary glitches are common-place and more tolerable today than they were just a few years ago. It comes with the territory of the 'net, one could argue. This shift in tolerance, backed up by the huge savings that i-r systems purport to offer, may be a primary contributor to uptake in this space. In the end, it could come down to cost-benefit, and "making do" with less reliable versus not making do at all. Momentary fog overhang, say, might be likened to heavy congestion on the 'net, where you wait an extra couple of minutes for that huge download (in the case of I-R, if the I-R system is rate-adaptive), as opposed to receiving it in a flash. Since fog and background light interference can be tolerated to some extent by downshifting in line speed (there is an iverse relationship to the presence of these and throughput), I would imagine that those systems that use rate-adaptive schemes would fair better than those that do not. In my own client experiences, when heavy snowfall or fog was present the client would "manually" (rate adaptation had not hit the I-R space yet, back then) go from T1 speeds down to some fractional T1, or down to a subrate like 56 or 128 kb/s. If the weather disturbance wasn't entirely obliterative (of line of sight), then this technique would often allow the client to ride out the storm, albeit at lower speeds. The end result was longer transmission times, and overtime for the tech control staff. But the mail got through. At other times, when the fog was too dense (which only happened a handful of times, from my recollection), they had to wait it out until it lifted. But only on the longer shots. Of course, in metro areas where banks and brokerages depend on reliable communications (and where the FED will hit you with a multi-million dollar penalty for reporting after deadline), there is no margin for unreliability. But in Silicon Alley where developers are at play all day long, marveling at their new media development work coming from their colo or host site, they could stand to wait a few extra minutes at times, or downshift to lower performance speeds. FAC