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

To: Peter Ecclesine who wrote (10995)	4/17/2001 11:20:18 AM
From: Rob S.	Read Replies (2) \| Respond to of 12823

Of course Sprint is scaling back. Sprint announced that they are evaluating the new wireless systems (see articles links from previous posts) and will delay new deployments. The carriers have cut back spending in general as they reassess how badly they have squandered money in the past by building out excess or unprofitable infrastructure. Sprint built out using gear from Hybrid networks, a company in which Sprint owns a 15% equity position. Now, according to recent article statements, it looks like Sprint will go with one of the OFDM suppliers. As far as the 25% figure, that comes directly from what Sprint says in a recent article. These are new market developments and comaprions of maket share to relatively long entrenced competition needs to be evaluated accordingly. The 25% figure probably relates to one of the early cities they entered into. I have no reason to mislead you as I own very little of the OFDM stocks now - I'm watching for improvement in the market and upward momentum. I think that this sector will move up from depressed levels by the end of summer and will take off within 12 months. It is going to be a hot sector imo but I am not suggesting that anyone buy any particular company now. There is plenty of uncertainty about how well OFDM companies will live up to their promises. This is an upstart market segment and an upstart technology platform within that segment. Given that, these companies will tend to boast a lot about their capabilities. Each one claims to be the technological leader and a few already claim to be market leaders. I think the technology looks impressive and has a lot of room for enhancement and cost reduction but so far the proof is mostly theoretical. However, early results from field trials and fresh commitments of venture capital targeted to brining the products to market. This is not an easy market to get major commitments of capital. To give you an idea about how new the OFDM developments are, take a look at Flarion, a spin off of Lucent that is targeting a unique use of OFDM aimed at mobile high bandwidth Internet applications: radiorouter.com. You will notice that "OFDM™ technology was invented at Bell Labs in 1998." . . . it obviously wasn't around when wired cable butt-crack guys were evaluating wireless in Florida or anywhere else. Flarion says that their mobile system will provide up to 10X the bandwidth provided by WCDMA and other mobile wireless technologies. They recently did a field trial and expect to bring it commercial by the end of the year: radiorouter.com Flarion has developed their own Flash-OFDM DSP ASIC and plans to offer it to system vendors. radiorouter.com I don't know if the chip can be used in the fixed wireless market as well as for the mobile market. This ain't your grandfathers wireless.

To: Peter Ecclesine who wrote (10995)	4/17/2001 3:09:55 PM
From: MikeM54321	Read Replies (3) \| Respond to of 12823

Peter- Thanks for the FON Q101 CC notes. Capex at $364 million for the quarter on revenues of $4,358 million. Capex only 8% of revenues. Man this is getting painful to equipment companies and investors. No wonder Cisco had to warn. Just think capex was only 8% of revenues and yet net income fell 72%(yr/yr). Not a pretty picture. -MikeM(From Florida) PS I know capex isn't 1:1 related to net income but one would expect them to at least move inversely to each other.

To: Peter Ecclesine who wrote (10995)	4/17/2001 8:48:56 PM
From: zbyslaw owczarczyk	Respond to of 12823

re: Sprint capex for 2001 Last year capex was around 5 billion and 2001 was planned at 6.2 B, b/c of slow spending last year ( WCOM) Even if they reduce capex to 5.5B, it means that after spending only 364 million in Q1 they will spend from now on average 1.7B per quarter.Revenue of telecom vendors may go up soon. Also 360 Network capex in q1 was only 400 million out from 3.5 billion for 2001. Accoring to CEO most of 3.5B will occur in 2-nd half of 2001 to light up the optical networks. ZO