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Technology Stocks : How high will Microsoft fly?
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To: RTev who wrote (29229)9/7/1999 7:39:00 PM
From: John F. Dowd  Read Replies (1) of 74651
 
RTev: The first article you cite makes my point. The RBOC's are the real impediment as this excerpt indicates:

"Similarly, the systems are complicated to install, requiring hardware that goes well beyond a simple plug-in modem. Most companies still require a technician to visit a customer's house before turning on service--a process that could take several weeks to complete.

Even once the services Quote Snapshot

CSeptember 7, 1999, 1:40 p.m. PT
America Online Inc. AOL
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are up and running, users often have to deal with network configuration issues that are more complicated than dial-up standards. Many of the phone companies' high-speed Internet service providers have suffered repeated outages, throwing many customers offline.

AOL's stamp
AOL has been working with Bell Atlantic and SBC Communications over the past few months to try to minimize the impact of these issues on its customers, Brackbill said. The first services are still slated to go live for consumers in late summer or early fall, she added.

The installation and configuration hurdles are of particular concern to AOL. They're working with their local phone partners to introduce a version of DSL that eliminates the need for a technician to visit. Instead, a consumer will be able to simply plug a small "filter" into any phone jack to set up the high-speed service."

Point 2: You said "Fine. And that, as you would know if you'd investigate a bit, is the problem. The "T1 Cabinet" probably indicates that you are served by a DLC that makes it very expensive to serve the neighborhood with DSL. If you're more interested in finding out what's really happening, read the link in this message: #reply-11170950."

Wrong again! Ours is newly wired and has all fibreoptic interface.

In addition the above reply cites the poor job US West did in installing the oldest tech they had available, once again proving the point that the Bells are the bottleneck.

Point#3. You refer to the Bells going not fast enough. Exactly my popint. The only place where they will move with any kind of speed is where they are about to be overrun. I for one do not believe Covad's claims- if I did I would invest in same.

I honestly think you have a reading comprehension problem because all of your citations seem to back the original point I made. No incentive for the Bells to hook up ADSL in a hurry.

In Jill's case they are probably hooking up ADSL because they have no spare pairs to sell to that market and/or the Cable company is a threat to their phone market. JFD
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