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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

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To: Frank A. Coluccio who wrote (4247)6/20/1999 8:45:00 AM
From: Darren DeNunzio  Read Replies (1) of 12823
 
Was this an eulagy?

>"While conference chairman John McQuillan suggested DSL
>had already lost the residential market battle to cable modems—
>among business customers, the story may be different."


What is implied by "suggested", was that a statement or is he asking for an answer? Eric's reason why the story may be different for business customers, is quite revealing. "Businesses have been willing to pay more than consumers for high-speed access" Perhaps the word "willing", should have been replaced with "forced".

>Moreover, he maintains that customer expectations have been
>unrealistic. Customers started out expecting to get 6 Mbps for
>$39.95 a month, but "[those] numbers really don't add up today....
>It is technically feasible, but it's not economically attractive [to
>the carriers], and that's why it's not happening faster."


Why would the customer expect to get 6 Mbps for $39.95 a month, unless the carriers suggested it. Maybe it was not the customers whose expectations were unrealistic.

>"The number of network elements has to decline in order for the
>network to scale."


Now there's a revelation!

>If and when the current tangle of telco plumbing goes,
>You're basically destroying the careers of 80 percent of the people
>that work for the ILECs"


Sounds like an endorcement for wireless? The untangled solution!
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