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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: MikeM54321 who wrote (6762)3/30/2000 12:01:00 PM
From: lml   of 12823
 
Hi Mike:

Can't spend too much time here right now. Couple comments.

First, I think the USW VDSL was rolled out in a brand new subdivision in Phoenix that received a lot of press as one of the first "fully wired" communities. I believe USW laid FTTC there, so IMHO, its provisioning of VDSL, while important, is not much of a milestone unless its over copper for a reasonable length to indicate more widespread deployment.

Second, search the SBC site Project Pronto press releases. I recall one of them declaring that SBC will be provisioning delivery of video services over copper "by the end of 2000." I found the timetable a bit aggressive and could only conclude that the language likely referred to a few particular test markets. But bottom line, its where SBC is headed. They intend to deliver video over copper pair & compete with the franchised MSOs for bundled services. They will not allow the likes of T and their cable broadband strategy to usurp their customer base. These are two rather large companies with rather large footprints in the US, with SBC now laying the foundation to expand its footprint.

In sum, look to the big boys for guidance as to where this is all headed.

Gotta go. Apologize for any typos.
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