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

To: Jorj X Mckie who wrote (10123)	1/9/2001 2:08:17 PM
From: John Pitera	Read Replies (1) \| Respond to of 12823

ah here you are in the land of the "last Mile" MFNX has been doing OK lately. And I wonder if ERICY is at the bottom of a rounding bottom, and would be a nice intermediate (6 month buy) at this point?

To: Jorj X Mckie who wrote (10123)	1/9/2001 2:54:34 PM
From: MikeM54321	Read Replies (2) \| Respond to of 12823

Re: FTTH Obstacle to Rollouts "I am a big proponent of FTTH, so I would be looking at what has the best chance of unseating FTTH...fixed broadband." Jorj- Just speaking in general terms, nothing will unseat FTTH. The only problem is--It's not here yet. We had a series of discussions that reflect my opinion of why it will be a very long time before FTTH knocks off entrenched interests of HFC and a DSL network on the NFCTF thread. IMO, the entrenced interests will be the ones to rollout FTTH in very small increments, over many many years. If you read these posts it'll give you an overview of what FTTH builders WINfirst and Clearworks(CLWK) are up against: Message 15089379 Message 15100899 Message 15135044 Message 15135689 Message 15135747 Message 15136310 Message 15136392 Message 15136519 Message 15136586 Broadband fixed wireless(BBFW) is really a business service and not competition for consumer DSL and CM business. But it is competition for leased line and business DSL services. You can see how it's going by following the plans of AARW, TGNT, FON, XOXO, WCII, WCOM, ARTT as these are all BBFW SPs. -MikeM(From Florida)

To: Jorj X Mckie who wrote (10123)	1/9/2001 4:50:23 PM
From: Bernard Levy	Read Replies (1) \| Respond to of 12823

FTTH does not have a seat yet, and thus cannot be unseated. In spite of ftth's enthusiasm about ALA's fiber deployment technology, the recent sight of a fiber rollout in a semi rural area of Sonoma County was less than inspiring. It looked awfully slow and created traffic jams where none existed before. In general the rule of thumb remains that fiber can provide a lot of bandwidth punctually, while wireless can distribute a little bit of BW everywhere. Since I do not believe households or small businesses need more than 100Mb/sec I still like the wireless option.