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

To: pjd777 who wrote (9564)	12/8/2000 2:39:03 AM
From: Raymond Duray	Read Replies (1) \| Respond to of 12823

Hi Pete, Hey, nice to hear from you again. :) Thanks for the very interesting post. Do you think anyone will be able to afford to live in Napa next March? I see that natural gas is up at $37/mcf. That is truly amazing. Today, the spot bid/ask on 1 MWH of ordered electrons was $1500 by $4000. Yikes. You guys live in a wonderment of inflation. Please don't tell Uncle Allan. Are these prices for energy having any impact on your planning? Pretty soon it seems, photovoltaic roof shingles might be economic in Napa, if things keep going the way they have been. Their homes sell for 20% more with broadband availability. We will deliver 100 Mbps to the home. So in the case of Napa probably a difference between $250K and $300K? If I'm in the ballpark, that's a $50K differential. Is that realistic? And if so, how long can the spread be maintained? Seems like once the broadband thing is a known quantity that folks are either going to be willing to finance that extra $300 per month in the mortgage to get all the bells and whistles, or they're going to be pulling in their horns in the face of some serious, seeming permanant readjustments to their energy costs to run a residence and a commuter vehicle from a haven like Napa. It's a great argument for telework. But I wonder what percentage of the population is upscale enough and wired enough to want to pay this extra freight? BTW, did you select any EXTR or FDRY gear for any of your hub needs? Or all CSCO? I'll post here any relevant announcements that come out (no hype), and our web site has more details if anyone is interested, Hype's OK. We know how to think here, and we don't suffer fools too politely, but anyone is welcome to try anything. I'm a perfect example. ;-) Thanks for the URL. I wasn't able to locate any case study info on completed projects. Can you direct me to that sort of information? Best, Ray

To: pjd777 who wrote (9564)	12/8/2000 2:44:56 AM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 12823

What are you doing for lifeline services in case of power outtage? Is part of your CPE package a UPS? Are the IP phones the Cisco IP phones? Thanks, JXM

To: pjd777 who wrote (9564)	12/8/2000 8:49:43 AM
From: MikeM54321	Respond to of 12823

"Our problem is that this is a capital intensive endeavor and we are open to offers ;-)" pjd777- Thanks for your post. The current sweet spot is less than 1 mb/s. Although you could deliver 100 Mbps, can you deliver it for $40/month? Or is your target the business market? The problem with pioneering--A chicken or egg problem. Ethernet over fiber is very expensive and where are the applications today that require 100 mb/s? "clearworks terminates fiber at the curb and takes coax into the house" I had forgotten that Clearworks used coax at the home. Thanks for reminding me. I'm guess it's that good old legacy model in action once again. Coax is a known entity with relatively cheap equipment to attach to it. In case you missed my upstream post, a greenfield FTTH builder is laying a HFC plant over their FTTH plant. It's hard to find info on it so take my comments with a grain of salt: Message 14849601 ...maybe you know something about WINfirst and could verify if I'm correct about the HFC part? Thanks. -MikeM(From Florida)