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Technology Stocks : The *NEW* Frank Coluccio Technology Forum -- Ignore unavailable to you. Want to Upgrade?

To: tech101 who wrote (20371)	3/23/2007 4:50:28 AM
From: Frank A. Coluccio	Respond to of 46821

Tech101, from your article: "The [XO's] service provides Internet connections at between 10 and 155 megabytes per second, rates the company says dwarfs all other wireless providers." That's stretching the old marketecture license a bit, I'd say. Check out Towerstream, for one. The company offers up to 1 Gbps. And there are others. towerstream.com " ... is LMDS morphing into a viable wireless alternative for enterprise access and wireless backhaul?" For wireless backhaul, if you are referring to the needs of the wireless service providers themselves, then I think so. Such backhaul links provisioned over incumbent ILEC wireline facilities are almost always based on intra-state tariffs, which are, to say the least, very expensive, if not downright usurious. There is all the incentive needed for a WiMAX or WiFi provider to move onto their own wireless link, instead. Enterprises, however, present a mixed bag. I've found that, where most enterprises are concerned, no matter how enticing the lower costs for wireless may be, they will strive (sometimes due to internal auditing requiremenets stemming from insurance and state compliance issues) to ensure that at least one of their routes used for mission critical applications will be fiber-based, assuming that they use multiple routes for route diversity and other purposes, including redundancy, load sharing and pricing leverage over their service providers. But some user organizations will strongly consider going wireless entirely, given the right circumstances. FAC