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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Frank A. Coluccio who wrote (5239)9/15/1999 7:58:00 PM
From: MikeM54321  Read Replies (4) of 12823
 
Re: AT&T Facts via George Gilder

Frank,
That was one interesting article. For future reference I pulled some figures from it.

-T currently has 61 million long distance customers
-T's current long distance is 90% of revenues
-Estimates local access fees cost LD carriers $10 billion/yr
-By 2004 T may have 7.6 million local telephony customers
-By 2004 T may have $6 billion in local telephony revenue
-By 2004 T may have 5.6 million cable modem customers
-By 2004 T may have $1.9 billion in data revenue
__________________

Personally I disagree with the entire article. I think the writer neglected to mention the 100 year old trillion dollar legacy infrastructure that AT&T is capitalizing on.

Using the coaxial network to recapture local telephone revenues is a good way to pay for the $2 billion per year AT&T has to spend to upgrade to two-way HFC. Instead of paying the ILECs $10 billion/year(I thought the figure was higher), why not build a broadband network to capture both voice and broadband data revenue from customers.

I think the last person in the world I would want running a corporation like AT&T is someone like George Gilder. Brilliant though he may be, sometimes he just takes these giant leaps not based on sound business decisions. Just IMHO.
MikeM(From Florida)
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