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Technology Stocks : Bookham Technology -- Ignore unavailable to you. Want to Upgrade?

To: ownstock who wrote (300)	12/21/2003 9:17:07 PM
From: Keith Fauci	Respond to of 376

You are correct, I canceled my long distance coverage today in favor of nationwide long distance cell phone service.

To: ownstock who wrote (300)	12/25/2003 4:54:01 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 376

Hello, ownstock, and Happy Holidays to you and all Bookhamites. Re your take on FTTP, I don't think it's all the negatives that you suggest, although the desperation angle has some merit, IMO. Not because the technology itself is a work of desperation, but because of the timing aspect on the part of the RBOCs, which is a reflection of foot-dragging, and possibly an over-extended period of denial. But the RBOCs are not the only ones forging (or have not been the ones who have forged at all up to this time) ahead with FTTH/FTTP, or call it whatever one may. They have been the smaller cooperatives, residential developers of new subdivisions, independent telcos, and municipalities that have led the way in this space, and they have been making great strides in doing so, I might add. Allow me to suggest that you peruse Al Bonnyman's blog, along with a number of other posts on my board here on SI, at: Message 19618642 I think that you'll be surprised at the level of penetration that has already taken place, to date, both in North America and abroad, sans any involvement from the RBOCs. As for the drift towards cellular/pcs, no argument there. Except to state that with broadband it is now possible to attach to services such as Vonage (and others), and through a residential gateway support VoIP from wireless devices throughout the home. vonage.com Here, of course, I'm referring to the ability to transport voice from any room in the home, wirelessly using off-the-shelf 802.11xx gear, to the cable modem or DSL connection, and then out onto the public switched telephone network at rates that are lower than those of either cellular or PCS. All of which will have the effect of eating into cellular/pcs call- and revenue- volumes. These are not "futures." I know of folks who are doing it now on an international basis, and I will be one of them, myself, come next week. FWIW. Can such a scheme supplant cellular/PCS once one moves away from the home and into the greater outdoors? That is arguable, with somme proponents suggesting that wireless hot spots will be able to support voice over wireless Ethernet. Others suggest that there are too many hurdles to overcome if the goal is to reach the level of quality now supported by cell phones. My bet is that at some point the kinks will be worked out and voice will be supported over some percentage of wireless 802.xx hot spots on a par or just below that of cell/pcs, but not with the same elegance afforded by PCS and cellular today. Not for a while, anyway. FWIW. FAC