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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Frank A. Coluccio who wrote (4439)7/5/1999 9:03:00 PM
From: gpowell   of 12823
 
Frank,

I've been under the assumption that ATHM's network architecture is a valuable asset and gives ATHM a competitive advantage over other service providers. Your posts are challenging those assumptions.

I thought a nice exit (from ISP) strategy for ATHM when cable access is open to all comers would be to fall back on: the network architecture, AT&T's backbone, @Work, and @Media and transition into a content and business services provider.

I would like your comments to the following scenario:

Cable achieves common carrier status. Telephone infrastructure required for life line services are then maintained by municipalities. RBOC's, T, and MSO's combine to maintain the cable infrastructure and start laying pure fiber.

Current ISPs compete to become content and value added service providers.
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