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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Bernard Levy who wrote (5126)9/5/1999 3:07:00 AM
From: elmatador   of 12823
 
The telecoms industry is fragmenting but old habits dye hard. Deregulation is arriving but the we are seeing a very slow evolution in telecoms. Permit me, please, to suggest: To keep my perspective, I keep an eye on the deregulation of the energy industry and I think the telecoms business (perhaps slowly) will evolve to that same business model.

Mckinsey Quarterly have good information on that.
mckinseyquarterly.com

Consumer of the "unbundled" electricity providers would be billed for generation, transmission and distribution, separately. And could switch the provider one any of these services.

There is something for the LAST MILE segemtn as well: A box in the house, connected via home networking to users computers would provide instant access to information of how energy is being used inside the house. This would provide information for both the suppliers and the users side to run their electricity network as lean as possible.

Perhaps the electricity cooperatives would be operating this type of box and would own the customer.

I keep an eye on the enery industry and I think the telecoms buisness would evolve to that same business model.

From the long distance revenu they transfer funds to supply access. This system must be supplanted by a an scheme similar that the power industry is making> unbundle the whole system. Wire, generation and
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