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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 (10971)4/16/2001 2:50:45 PM
From: axial  Read Replies (2) | Respond to of 12823
 
Hi, Mike - With respect, I say this: the tech wreck was indiscriminate. At present, incredible opportunities exist. What is required of the individual investor is that he identify the real winners in the present carnage, and use the deflated prices to make correspondingly larger bets, and thus, returns. The need is to conquer prevailing psychology: fear.

The time frame for the emergence of coded OFDM networks is and always was 2003 to 2005, with ramp-ups starting in 2002. As you know, some companies have already begun the ramp up - in a capex market clouded with uncertainty and doubt. The networks to which they are selling are profitable, funded, and growing in the midst of the tech wreck.

I have tremendous admiration for the collective pool of knowledge that underlies the thinking on this thread.

So, with no wish to be rude, I say:

1 - Your post does not explain the continuance of respected analysts' reports on the matter.

2 - Your statistic, like those of many US investors, continues to ignore the world market, and those companies that are preparing for it.

3 - Your post is a rear-view look at the market, and does not address the future winners.

4 - Your post ignores the significant market opportunities in the unlicensed spectrum area.

5 - Your post ignores the confluence of technological factors that will predispose this technology to wider acceptance, by both carriers and users.

Mike, it could be that by 2005, you guys will be laughing, and I will be crying.

However, it is my belief that the prevailing thought on this board is wrong: badly wrong.

I repeat: no offense intended.

Best regards,

Jim