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

To: Raymond Duray who wrote (10388)	2/9/2001 8:31:24 AM
From: Kenneth E. Phillipps	Respond to of 12823

From todays Seattle P-I: "About 40 people in one Seattle apartment building are currently participating in Blockbuster's trial program testing out the technology that delivers movies via broadband Internet connections." "Blockbuster secures the films and then Enron turns them into digital files, stores them on servers in Texas and sends them out over broadband lines to Seattle. Reflex provides the last mile and last foot -- streaming for any of more than 150 movies in to set-top television boxes in customers apartments."

To: Raymond Duray who wrote (10388)	2/10/2001 11:01:58 PM
From: axial	Respond to of 12823

Hi, Brother Ray - "I noticed that Wi-Lan had a most impressive financial report this latest period." Ouch. I am still waiting for time to dull the edge of your irony. >g< Well, this thread is devoted mostly to the technological aspects of the various stocks. I'll make some quick observations: 1 - The stock has suffered from the same malaise as the sector. 2 - Key deals fell apart, apparently whiplashed by the 180 in the markets, and poor capital markets. 3 - The market, driven by the herd instinct, as usual, ran for the doors when Wi-LAN sued Cisco (Radiata). This is the same sort of dimwitted thinking that equates "big" with "right". 4 - The burn rate accelerated, compounded by acquisition and growth costs. Against that, A - Consolidated revenues grew 970% B - Wireless revenues grew 127% C - New deals were announced; all of the new customers are growing strongly, (as opposed to say, Metricom). D - Membership in the OFDM Forum grew significantly. E - Most importantly, as we speak, Wi-LAN is installing the first, and the only (AFAIK) coded OFDM radio networks in the world: in Sweden, in the UK, in the US, in the Benelux countries, and in the Baltic countries. F - Guidance was given, with caution, on achieving ~$50M in wireless revenue in the next fiscal year: an increase of more than 300%. WRT the patent issue, I invite anyone to demonstrate the existence of a coded OFDM two-way radio network, prior to Wi-LAN's patented implementation of a method and apparatus for same. I note with interest the decision of Cisco, known for its corporate laissez-faire, to allow use of the IP for VOFDM, free. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ I don't know, Ray: is the glass half-empty, or half-full? Regards, Jim