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

To: Rob S. who wrote (10957)	4/16/2001 1:20:44 AM
From: Frank A. Coluccio	Respond to of 12823

"If you want things wrapped up for you so you don't have to do your own thinking, sorry, I am not a fortune teller." I see. Thanks. FAC

To: Rob S. who wrote (10957)	4/16/2001 8:39:05 AM
From: elmatador	Read Replies (1) \| Respond to of 12823

Why are the companies providing fixed wireless going bankrupt. I don't think fixed wireless will win. The reason being: unless there are real compelling reasons for the millions to upgrade (and pay for) their dial up to much faster rates, they will stick to it. There is not many people looking for higher rates. Had it been so ADSL won't be dead or COM21 and Terayon would be the CSCO of today. ISP don't even have to offer higher rates, they just have to give the same rates but with some more compelling offering, and that is mobility. Just talking about what technologies wonder would do for us is a thinhg of the past. It worked during the bublle. It won't hold now. Just my two cents.

To: Rob S. who wrote (10957)	4/16/2001 9:09:23 AM
From: MikeM54321	Read Replies (3) \| Respond to of 12823

"It is very easy to see how flawed the business case is for DSL and cable - the facts are clear from failed businesses and scaled back capital spending plans." Rob- Well that about hits the nail on the head regarding DSL and CM. But why CM and DSL has stalled is the big $64K question. I know you mention cost as one reason. But speaking very generally, if someone came to the telecom provider world and said, "Look I will give you the pipes for both access and metro networks for FREE. All you have to do is upgrade the equipment and you can charge ALL connected customers with broadband fees." Doesn't it sound like that would be a winning plan? IMO, using the 100 year old twisted pair network and the 50 year old cable plant (both built for other purposes), is an example of this free network. Of course it isn't exactly free as it does need upgrades, but nothing else comes close to providing broadband capabilities to 100 million homes(USA only). I see your arguments about why you think BBFW will take off, but my feeling is whatever caused DSL and CM to be crushed, may also cause BBFW to be a no show. And I don't think it's a matter of technology or price. I'm lost as to what the problem is and am just grappling for answers. I think the infrastructure for BBFW to be successful is waaay behind the DSL and CM plant. There are literally tens of thousands of extremely expensives COs and headends already built. Hundreds of thousands of miles of access networks and metro networks built on each side of them. I see BBFW as having to overcome this huge lead DSL and CM already have on BBFW. Yet DSL and CM appear to be slowing to a dramatic halt. So I don't see why BBFW will take off now? Maybe it's what elmatador just alluded to in his post. Lack of demand is what is killing broadband and it has nothing to do with technology or costs. Maybe everyone is happy with their dialups and business are happy to have T1s that work and need nothing more. I'm just thinking aloud. And of course due to market conditions, I'm in a pessimistic mood. -MikeM(From Florida) PS I'm very certain Frank didn't mean to challenge anything you said on an intellectual level (Nor do I). I'm impressed by your posts and overall thinking. It's just that it's difficult to use words to diplomatically convey conflicting thoughts.