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Gold/Mining/Energy : JDS Fitel -- Ignore unavailable to you. Want to Upgrade?

To: Hank Stamper who wrote (729)	2/8/1999 4:23:00 PM
From: Aloysius Lo	Read Replies (1) \| Respond to of 815

It will be a while before copper is obsolete.... And you still need FO to link your wireless network antennae... The airwaves are so jammed right now, the 'realistic' people in the wireless industry admit they don't have a clue how to handle the anticipated capacity. (getting thru the regulatory hurdles + and obtaining licenses are just some of the challenges) Until MCI, Quest and other carriers increase their network capacity by at least a factor of ten to handle video on demand over the net- FO should be as decent a play as any. The day we get unlimited wireless airtime packages will be a milestone, but until we see cheaper flat rate long distance rates over the existing land networks, that milestone is still far off. Just my 2 cents

To: Hank Stamper who wrote (729)	2/14/1999 10:28:00 PM
From: Raymond Duray	Read Replies (1) \| Respond to of 815

Hi David, <It costs nothing to transmit data via wireless> Down here in the US, bandwidth is auctioned off by the FCC, a "cost". Transmitters and receivers have "cost", often leased to end users. No one will develop a system where there isn't a way to collect the vigorish. <can't figure out what role FO will play in the future> Cf.: Registration package for OFC '99, this month in San Diego. One of the papers to be discussed is covering laboratory FO transmissions at 50 Tbps. I haven't heard of wireless getting even to the 1Tbps rate. Has anyone else? David, how's our LTV research going? Regards, Ray