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Technology Stocks : METRICOM - Wireless Data Communications -- Ignore unavailable to you. Want to Upgrade?

To: John Curtis who wrote (2941)	12/14/2000 9:18:13 AM
From: who cares?	Read Replies (1) \| Respond to of 3376

I agree with you almost 100%, DSL will get better with time in speed and reliability, but compared to the alternative of 56k or pricey 128isdn people are willing to put up with some bad days. It seems weird to me though to treat MCOM like it's a rock solid service right at the rollout in a city. I seriously doubt this. I also agree that the target is business with a sales or repair fleet in a large city, and I don't see it going much beyond that. If it was more profitable to go into a smaller market, they would have, but they're not wasting their precious cash on it. In the long run this will be one of the big MCOM killers, even if they can get the money to survive, because the build cost into smaller market will be prohibitive. On the other hand the cellular companies will some year doon deploy a better wireless data service nationwide, and I really think most people will wait for that. I just don't see this thing getting the subscibers it needs to ever be viable, and I don't see WCOM or Paul Allen putting good money after bad here, or if they do it will be in a hugely dilutive way. CMB