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

To: MikeM54321 who wrote (10525)	2/24/2001 8:54:00 AM
From: elmatador	Read Replies (1) \| Respond to of 12823

Welcome back, Mike. By the way ADSL is more dead than when you left. Chapter 11, scale back, layoffs and causing red numbers in companies that provided vendor financing. But that is just because you've been absent. ADSL death should be confined to its Thread and no longer discussed here as we agreed two weeks ago.

To: MikeM54321 who wrote (10525)	2/24/2001 9:29:35 AM
From: elmatador	Read Replies (1) \| Respond to of 12823

In STXN (DMC Thread) am having a discussion about connectivity in 3G networks. Your article posted is very timely since I am of the idea that fixed Wireless will not grow very much. Thanks for the article.

To: MikeM54321 who wrote (10525)	2/24/2001 1:52:05 PM
From: Raymond Duray	Read Replies (2) \| Respond to of 12823

Mike, Re: Is it an inherent problem with the technology? Or is it one of economics? Or maybe priorities? Or could it simply be a problem of aesthetics? Or if all of the above, are BBFW investors getting more concerned? You are familiar with the KISS principle? The answer you seek is right before your very eyes: Slow adoption of services coupled with high capital expenditures is hurting the business case BBFW is a lousy business. End of story. Except to add that Metricom has just pulled the plug on continuing rollouts of its undersubscribed system. biz.yahoo.com Every BBFW vendor and investor has been so mesmerized by the whizbang tech story that they've forgotten that profits and therefore stock prices are demand driven. No customers, no joy. Best, Ray :)