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

To: Hiram Walker who wrote (1951)	8/24/1998 1:11:00 AM
From: Bernard Levy	Read Replies (1) \| Respond to of 12823

Hiram: As a clarification, the IEEE 802.3ab standards committee has essentially completed the development of a standard for gigabit Ethernet over copper. This implementation will use 4 twisted pairs with rates of 250Mb/sec each, and will have a range of 100m. Several companies: LEVL, BRCM, and LU are developing chips based on this standard, which will probably become available at some point in 1999. Best regards, Bernard Levy

To: Hiram Walker who wrote (1951)	8/24/1998 6:49:00 AM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

"This is ideal and easily implemented by administrators that have worked with Ethernet.They are a LAN networking company,I just read the article and that is their target market." Frank and Bernard, Didn't Hiram hit the nail on the head? Gigabit Ethernet(GE) is a LAN/WAN technology. ATM won the enterprise/telco standards business, right? I mean LAN/WAN buildout isn't dead, but near it. Even if there are LAN/WAN upgrades, it is to 10/100 ethernet speeds. Very few are even opting to go with GE speeds in the LAN/WAN. It's going to be viable, but not for at least 3 or 4 years will we see widespread use. It's bleeding edge technology now. That is why MRVC stock has been floundering for years, isn't it? Bernard you mention that GE runs over copper only if there is superior installation on the twisted pair. So this eliminates GE as a last mile solution because the copper in the ground, buried by the telcos over the last 100 years doesn't qualify does it? I'm certainly not trying to contradict anyone. Just repeating what I read. You guys know more than I do, but I just didn't think any investment in GE was wise. Maybe in a year or two, but not now. MRVC has always interested me. But seems like most MRVC investors tend to blame poor marketing for the stock price. When I did my DD, I felt it was because MRVC has nothing much to do where the real money is being spent, the enterprise/telco upgrades. Am I generally correct? Thanks, MikeM(From Florida)