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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: Roger A. Babb who wrote (7665)	12/31/2000 1:07:34 PM
From: RockyBalboa	Respond to of 10293

Talked to my Bro' who is in the ISP industy. Like "WAP" on the mobile tel, he considers DSL a transient technology. He added that DSL is a compelling technology, but it is "too late", as the constraints related to distance weigh, cable on the on side and wireless on the other is clearly in focus. If any, he would bet on equipment makers. Bandwith is also an issue, the new 11A standard allows for high capacity, hence DSL loses competitive advantage. He gives DSL 3 to 5 years after that wireless technology should replace it. The crunch in the valuations of resellers and equipment makers is justified. From a pure trading point of view, I won't exclude a sort of DCB in the titles, currently it is a market of "wet feet".

To: Roger A. Babb who wrote (7665)	12/31/2000 2:06:59 PM
From: James F. Hopkins	Read Replies (2) \| Respond to of 10293

Hi Roger; I can't talk about the rest of Country, but right where I'm at ( a one horse little town ) we are getting WaveAccess on 2.1 to 2.6 GHZ , it don't require a FCC license , it eliminates the cost of the phone lines into the ISP..( which is the largest cost to ISPs ) it has full ethernet LAN capabilities and a range that's about 10 mi but can be increased by the base station. A lot of it's over my head but I know the local guy setting it up and he is going to be rolling before any DSL gets here. Hell if IP switching keeps progressing I may soon eliminate a phone line on my end as well. A simple HF transceiver will hook me up. Things are changing here faster than they are rolling out the DSL. In this market getting to market first is ( almost ) every thing , but if you borrow money to pay your way and have to meet the interest payments just as cheaper technology comes along it's a trap. I can't say for sure , but with what I'm seeing with my own eyes I damm sure won't be making any bets on DSL players. -------------------- Ironically all the HF wireless stuff I've seen so far is made by Lucent. She looks cash strapped and prices on the equip are falling like a rock. Jim