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

To: wonk who wrote (3284)	3/31/1999 10:11:00 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 12823

"Lets say he starts out offering dedicated service at T1 speeds. As the bands loads up, that wireless link degrades due to increased interference. Throughput drops and eventually the link fails. The customer has done no wrong; the operator has done no wrong, it just doesn't work anymore. "Who pays? Will the customer accept higher charges for the exact same throughout and quality of service he has grown to expect? Or, in the alternative, can the operator afford to re-engineer the link (install new base stations) and then roll a truck and re-align a multitude of customer antennas to the new, geographically closer, base station which provides the original link margins? " With a few structural modifications in equipment type, welcome to the world known as send and pray: The Public Internet.

To: wonk who wrote (3284)	3/31/1999 12:33:00 PM
From: ahhaha	Respond to of 12823

Guess I'm not understanding your position. What you said is universally true. You are saying the way to growth is to constrain usage. This is what all the arguments were after the first oil embargo. The solution was constrain the supply. Control and delimit was considered to be the solution. I don't see that. You build more infrastructure to supply the demand. There is no aspect of Clearwire's model that can't be scaled indefinitely. A base station transmits and a receiver receives. Does that mean anyone can supply a receiver? What if the transmitter is encrypted so that the company's receiver is the only one which can receive? That effectively controls unbound usage. As for bandwidth within the open frequency range allocated how much of that is "hogged" currently and how much would substantial market development "grab"? If the public liked this model, and competitors came in to exploit it, the public and FCC would make efforts to expand the allotted range. A demand will be supplied one way or the other. What would probably happen once the major ISPs and CLECs shook out from market growth and several remained is the FCC would impose fixed ranges for incumbents and hold some for possible new entrants. the radio world has a lot of precedents along this line.