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

To: ftth who wrote (10502)	2/20/2001 9:36:31 PM
From: Bernard Levy	Read Replies (2) \| Respond to of 12823

Hi ftth: There are only 4 companies that have claims on high-rate radios: CRNT and TNSI with fast/Gigabit-Ethernet protocol radios and STXN with Sonet/SDH type radios, all at high frequencies, and WMUX at lower frequencies (also fast/Gigabit-Ethernet). They all have specific claims: STXN about spectral efficiency, and CRNT/TNSI about rates with Ethernet protocol (although CRNT's PR is a bit ahead of where developments really stand). I think that all these announcements are somewhat real, in the sense that all these radios will be FCC qualified and deployed by the end of the year/beginning of next year. The key issue is what the size of the market will be, with the complete collapse of Capex $. Best regards, Bernard Levy