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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 (10529)	2/24/2001 2:01:51 PM
From: elmatador	Read Replies (1) \| Respond to of 12823

Regarding "BBFW is a lousy business" OK, there were lots of technologies developed for the military that came to civilian use once the Cold War was over. But just because the technology is good and neat it doesn't mean is going to win. I rememeber very well Wireless Local Loop technologies that were going to take the world by storm. (Ionica, in the UK went the way of Northpoint, remember?) They didn't. I see PMP as recycled WLL.

To: Raymond Duray who wrote (10529)	2/25/2001 1:55:54 AM
From: yggdrasil	Read Replies (3) \| Respond to of 12823

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. Sure looks like you are right on that one. But we are also all agreeing that there [ought to be/is??] a great longterm market for last mile broadband and that this demand is forever and growing? So what is happening or not happening and why? Where is the problem? Are we still waiting for the right technology? Is the market not quite there? Is it the regulatory environment that is messing everyone up? Are the technologies and implementations therof too expensive? Is the execution by the operators at fault? Are we too impatient in expecting immediate success? All of the above? What are we waiting for? What is the solution? Which winner should we invest in? (And elmatador: we are not waiting for 3G, that's not an alternative for last mile broadband because it isn't broadband, it is I fear more likely next generation interim hype a la wap imo) BTW: wouldn't it be fair to conclude at this stage that the whole FCC and Congress process over the last 20 years aiming for real competition in the local loop has failed miserably be it for POTS or broadband? Long-distance competition has worked fine for sure, but local loop in any form?