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

To: Frank A. Coluccio who wrote (2900)	2/18/1999 12:54:00 PM
From: Geof Hollingsworth	Read Replies (2) \| Respond to of 12823

Hi Frank, I see what you mean about chief stupidist-one hardly knows where to begin. The biggest issue in FTTH remains cost, IMHO, and the figures in the article are so far from reality they call the rest of his statements into serious question (to propose not only Fiber but DWDM to the home, at a time when people like Chorum are having a hard time bringing DWDM into the metro area because of cost...). The article seems to ignore the fact that fiber termination costs are several times the cost of terminating either twisted pair or coax, and I don't see that changing any time soon (classic catch 22-without volume, unit costs won't fall, but without much lower costs, volume won't be there). If you are looking for a third access technology, I think wireless has a far better shot, particularly if they can use the same parts going into the next generation of cable modems (eg the Broadcom chipsets)and as a result take advantage of that cost curve. Again, the main concern is the cost of the CPE-it needs to be in the $300 range at CompUSA, which means the bill of materials can't be more than about 27 cents. As to your point that AOL and the non-ATHM ISPs should build a 3rd network, for the sake of their shareholders I hope not. I think that as broadband access in the home setting arrives, the premium on content will be even greater and the value of access will be decreased. Sooner or later investors will concentrate on the cash flow not being generated by the ISPs who lack the ability to get paid for proprietary content.

To: Frank A. Coluccio who wrote (2900)	2/19/1999 1:44:00 PM
From: Peter Ecclesine	Respond to of 12823

Hi Frank, This 'third overlay' is another term for 'last mile' technologIES. I think Teledesic is the practical alternative to FTTH. I can't believe anyone will bankroll FTTH in the USA, with wealth distribution not related to population density. Armstrong says his engineers have achieved the $550 cost point for Project Angel, and after AT&T's buildout(the 'third overlay'), FTTH becomes the 'fourth overlay' with dubious economics. petere

To: Frank A. Coluccio who wrote (2900)	2/19/1999 2:17:00 PM
From: Bruce Byall	Respond to of 12823

LUCENT AND ARTT CO-KEYNOTE SPEAKERS 1999 Broadband World WIreless Forum LMDS, LMCS, 24GHz, 38GHz, Satellite Feb. 22 - 23 San Francisco here is the site for the schedule, scievents.com All the players will be there, Alcatel, Nextlink, Telligent, Nortel, AT & T, Bosch Telecom, US West, Newbridge, Belcore, etc. Anybody going . . . . . . ?

To: Frank A. Coluccio who wrote (2900)	2/24/1999 8:29:00 AM
From: Renkluaf	Read Replies (1) \| Respond to of 12823

Curious as to your thoughts on AOL's scrambling to line up xDSL partners. Specifically BA's Infospeed Service which, as I recall, is CAP-based technology. What happens when the great hope of the twisted-pair crowd for real volume (ie G.Lite) becomes a standard option on PCs. G.Lite being DMT-based would seem to create some problems for Infospeed and growth within their service area. Can BA mix CAP/DMT line cards in same DSLAM? (I don't think so.) Is there something I'm missing here? Thanks for your comments.