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Technology Stocks : AUTOHOME, Inc -- Ignore unavailable to you. Want to Upgrade?

To: Hiram Walker who wrote (1394)	2/19/1998 9:15:00 PM
From: ahhaha	Respond to of 29970

Like DSL LMDS has its place. The niche market they will serve can be quite large and lucrative especially in that margins and gross would be higher per customer. But that comes at a cost. Firms delivering such service will have to carefully factor in substantially higher and greater variable overhead. Downtime and QoS are far more significant with either of these technologies in comparison to cable. We don't know what Milo is thinking, but I'd like to work him over from the theoretical physics aspect of it. It isn't necessary because I believe it doesn't matter what he believes. The physics of the whole matter simply insist that pure waveguides like HFC have economies of scale that can't be approached by any other known technology. It just happens to be a fortuitous circumstance that the development of cable tv prepared the way for the ubiquitous deployment of cable modem or broadband distribution. Intense diversion from DSL will only delay the inevitable. This is well known by telcos. Good to hear from you again, HW, we've missed you. If you want to kick around LMDS some more, fire away.