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

To: axial who wrote (9066)	11/3/2000 10:47:53 PM
From: Raymond Duray	Read Replies (1) \| Respond to of 12823

Hi Jim, Financial markets always revive; we want to anticipate the next wave. Tsunami or swell, vacillation or vibratuncle, undulation, tortuosity, anfracruosity, billows (bi-lows?), furls, founderings or flounderings? Bomber, boomer, behemoth, big smoker or body whomper? Gnarler, in-side zipper, shoaler, smurph, tidal bore or cruncher? I'm wondering just what kind of wave to expect? Brown boardshorts material or hair-ball hang ten adrenaline-junkie barrel roller? Jim I'm not waving you off here, I'm just finding Hamlet too damn decisive. "To vacillate or to not vacillate, that is the question...... or is it." Wave on......waver on........... (wave me off!) For some reason, I don't think "Amber waves of granular bandwidth" will be making it into the chorus of the next national anthem down here..... Rage On! Kawabunga, Dude Circumvolutionally Yours, The Ravin' Riffler

To: axial who wrote (9066)	11/4/2000 8:48:55 AM
From: Peter Ecclesine	Read Replies (1) \| Respond to of 12823

Hi Jim, I want to comment on the use of MMDS/ITFS spectrum for 3G. The FCC is saying spectrum should go to the highest valued use. In 1995 the 493 MDS blocks were auctioned for $216M to 61 small businesses winning 381 licenses and 6 larger bidders winning 112 licenses. Later Wireless One was setup to convert ITFS holders from analog TV to digital TV, and repurpose the excess channels for wireless cable. In 1996 BellSouth began to soakup MMDS in Atlanta, Florida, etc, starting phase two. Then Sprint, and Worldcom bought lots of spectrum from the failed wireless cable companies, and had the FCC allow two-way Internet in the band. This year the WRC identified the band as a candidate for 3G. So roughly: 1995 $216M 6 + 61 holders 1999 $3B 2.2 (Nucentrix is 0.2) + ITFS 2003 $30B Verizon + Cingular + ATT + Sprint (+VOD +NTT +DT) or is Sprint to be gobbled up and Worldcom tell the FCC to allow MMDS be 3G and move ITFS to 3.5/4.9GHz? petere