"....but the delay of years that T will have to endure in their roll of cable out will sure make AOL's DSL a wide spread connection first"
What delay are you talking about? Are you assuming the court decision will be upheld and that T will stop BB? The facts (99% acceptance of the status quo) clearly state the opposite.
Even if T decided itself to open the pipes, the technological barriers would create at least 2 years of upgrades. This would allow @HOME an even further head start. This is why I believe AOL must start NOW to get into cable.
Secondly, even if T were to be required by the FCC to open its pipes (which is clearly not going to happen). Both T and @HOME, would realize income from the sale of that access. Any signal of AOL carried on cable pipes would also be carried by @HOME's network at various points. There is much money to be made in this area as well. Either way, T and @HOME win. If AOL doesn't get in the cable game soon they will loose a huge opportunity.
By the way, when i say either way T and @HOME win, initially if open pipes became the norm, uninformed investors would drive @HOME's stock down, but once they realized the proceeds available, the stock would climb.
Also, you probably are not aware, in Canada, where @HOME has over 200,000 subscribers, the two major cable co's ROGERS and SHAW Cable, informed @HOME early on, that under CRTR rulings, they are required to allow other ISPs access to their pipes. Guess what... No one, not even AOL has taken them up on it. Why not? Probably because it is not technologically and economically feasible.
The only thing holding up T and @HOME is the relatively complicated install process. Nothing else. Lets all be realistic here, please!
regards
Jay
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