The Black Box

[bits]

WAHZ AVNX - I suspect that todays down in AVNX is inpart caused by the notion of Wi-MAX. While I think that this new tecnology is truly cool.. I really don't see how it would impact FTTH initiatives. The players driving toward FTTH need a big pipe into the house for way more than network connections. 500 channels of streaming video takes up a lot of space. Not to mention, the inherent band width limitation of "though the air" technology. I can definitely see deployment of Wi-Max coming but I just doesn't seem logical that it would slow down fiber to the household.

What am I missing?