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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Kenneth E. De Paul who wrote (4955)8/12/1999 5:23:00 PM
From: MikeM54321  Read Replies (2) of 12823
 
"A very negative start in your business case for a slow growing market."

Ken,
But you are missing two key points. What I consider the main features of an MSO offering telephone service.

Slow growing market? That's not relavant. It's market share that matters. AT&T will go from zero market share in local phone service, to who knows where but I guarantee it will be in the billions.

And high speed access, well that is the cake. The telephone service and television service is just icing (for the MSO and the customer).

For instance today I could use GTE Americast as my cable modem supplier provider. Then I could use Time Warner for my cable television service. But the pricing plan make it almost ridiculous for me to choose two different providers for the same services. If I do, then I would almost be paying 60% more for zero added value.

Okay. Now imagine when cable telephony is dropped into the equation. I'm almost 100% certain, either GTE or Time Warner is going to make the choice very, very simple. I buy the package of services, voice/video/data, from one provider OR pay probably close to triple the costs if I went with multiple providers.

Also, if something goes wrong, I make one phone call and there will be one company responsible for my three services. And they won't be able to play the computer/software game played today. Blame it on someone else.

To me, once it's available, it's going to be a no-brainer. I will choose an MSO to give me all three services (with a lower cost than I am paying today). And for lifeline (if that's even an issue), I will use my cell phone.
MikeM(From Florida)
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