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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Frank A. Coluccio who wrote (4843)7/28/1999 2:44:00 PM
From: Frank A. Coluccio  Read Replies (2) of 12823
 
The September Cook Report on Internet has been released.

cookreport.com

The cover story has to do with DSL, and features Jim Southworth, Concentric's CTO.

The following is merely the last paragraph of the abstract, which I found notable enough to post below.

Enjoy, Frank Coluccio

---------begin snip:

Southworth points out that bandwidth intensive DSL will increase ISP's
upstream communications costs and is likely to lead to important changes in the
business model of the industry. He believes that the costs of broadband
infrastructure will be so high that ISPs with a subscriber base of less than
100,000 will find it very difficult to acquire and pay for. However he adds that
we are not going to suddenly see 4,000 small ISPs die off. DSL will create a
synergistic opportunity that will enable the smaller ISPs to become resellers of
the larger ISPs bandwitdh into the communities they serve. It is important that
this can happen because smaller ISPs have the infrastructure, customers and
trust necessary to provide good customer service to their communities in a way
that large ISPs cannot accomplish. Opportunities for small ISPs to partner with
larger ones in all manner of content and service distribution should increase. The
interview concludes with a discussion between Southworth and a COOK Report
subscriber of the security issues involved in having an "always on" network
connection.

---------------end snip
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