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

To: yggdrasil who wrote (10539)	2/25/2001 2:16:10 AM
From: elmatador	Respond to of 12823

Thoo many questions marks but i will try to contribute with a few answers. 1) There are lots of technologies competing for broadband. Some of them will die. ADSL already died and BBFW is finding it tough. 2)As the the existing network get older, it loses its value and operators would find easier to scrap them. 3) One of the biggest problem facing 3G is the divide US copper fixed line centric and Europe wireless centric. Considering the firepower of the US this will be very difficult to deal with. EX: Last week QCOM mentions delay in 3G and everybody swallowed wholesale. 4) If we get to the market 50% of the consfusion that yggdrasil brought in his posting wireless is doomed. 5) 3G alternative for broadband if you go to the Win-Lan Thread you will see how this will be dealt with. 6) The FCC did a lousy job over the last ten years. (They are recruiting engineers (USD27.000 entry salary) now. Up to now they had only lawyers.

To: yggdrasil who wrote (10539)	2/25/2001 2:32:53 AM
From: Raymond Duray	Read Replies (2) \| Respond to of 12823

Hi yggdrasil, Mighty long list of questions you pose there. I'll see if I can take a shot at a few: 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? I saw a statistic last week that was rather chilling. It indicated that the number of residential Internet subsrcribers actually declined slightly in the US last year. Take this as hearsay, but in conjunction with everything else I've heard about how grossly over-hyped this sector has been for the past four years, I'm just not sure what to believe any longer. As far as demand goes, it is extremely price sensitive. Try to get the Napster crowd to actually pay for their music and you'll see a dramatic decrease in Net traffic, as an example. Are we still waiting for the right technology? Nope, not me. I'm waiting for Godot. Is the market not quite there? Reminds me of Gertrude Stein's line about Oakland: "There is no there, there." And: "Money is always there, but the pockets change." Finally: "Everybody gets so much information all day long that they lose their common sense". Is the execution by the operators at fault? IMO, all operators should be executed..... Are we too impatient in expecting immediate success? Do you know what the problem is with instant gratification? . . . . . . . . It takes too long.... What is the solution? Sherlock Holmes preferred 7%. What are we waiting for? Did I mention Godot? Best, Ray :)

To: yggdrasil who wrote (10539)	2/25/2001 9:35:33 AM
From: Peter Ecclesine	Read Replies (2) \| Respond to of 12823

Hi yggdrasil, Last Mile Broadband (to the home) - how fast (including TV or just a few channels) and how far in reach or coverage? ILECs lose money delivering voice to twenty-x% of the households, why would broadband breakeven? Why won't the ILECs and MSOs keep the households they make money on? BBFW gets the crumbs. Analysts roasted Mike Armstrong's assertion that households would pay $120 a month for local, long-distance, Internet and TV (said he needed to include mobile to get $120 a month from average household), so how much do you think the average household will pay per month for 'broadband'? $50? $100? Thanks for your questions. petere