SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Non-Tech : Amati investors
AMTX 1.730+2.4%Nov 28 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Charlie Smith who wrote (30384)1/27/1998 1:56:00 PM
From: MangoBoy   of 31386
 
<< Are you saying they will continue their half-hearted effort in DSL for five more years while spending their cash flow fighting with regulators and overlaying a high speed network? >>

IMO they will look at the ROI (including the cost of making the ADSL infrastructure accessible to CLECs) and then do the minimum required to parry the competitive threat of cable modems. the longer they can defer the investment, the more resources they can put into building their next-generation private network. i think BA would be willing to lose some ISP business to cable modems in the near term in order to keep CLECs at a disadvantage in the local voice business.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News