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

To: Peter Ecclesine who wrote (9954)	12/27/2000 11:35:54 PM
From: ftth	Read Replies (1) \| Respond to of 12823

Hi Peter, re: "I'll have to ask Andy Bechtolsheim where he puts his money ;-) (but I know its not radios)" Maybe the answer is in here: www4.nationalacademies.org This is an interesting proposal, and worth a read. I hope they can get some traction with it. Are they hiring? (just kidding) Some snips: "we claim that enhanced video (TV) distribution over the Internet is the compelling application that will drive wide-scale deployment of broadband last-mile networking, that Gigabit Ethernet technology is the only real choice to build such a network, and that “lightweight” government regulation is necessary and sufficient to ensure a conducive yet competitive environment in which private industry will fund and build these networks." ------------- "This is a misperception because there actually is no real choice. Ethernet over fiber is effectively mandated by its market dominance, its low cost, its long amortization, the above need for video-quality speeds and the infeasibility of developing new standards within a practical time frame. That is, objective analysis of market trends and past behavior clearly indicates that Ethernet over fiber has effectively been chosen. We just have not fully recognized it yet. ------------- Do me a favor and be sure these guys are in the EFM working group<ggg>. Then again, maybe it would be better off not going the IEEE route, at first anyway.