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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Frank A. Coluccio who wrote (5399)10/2/1999 5:19:00 PM
From: SDR-SI  Read Replies (1) of 12823
 
Hi Frank,

You have gotten me out of lurk mode with two excellent points in your answer to Donny, both of which I agree with.

IMHO that the possible survivability of the political and operational ramifications of wholesale termination of colo rights and space availability has probably passed (and actually could never have happened). Short of government-mandated, conscripted takeover of all communications by a new monopoly, I couldn't possibly see the end of extensive colo cages in LEC facilities. Almost not joking, as switches continue to miniaturize, and competitive carriers and ancillary service providers proliferate, one might easily imagine a day could be coming when a CO might have more square footage (or cubic footage) allocated to colo's than to its own primary equipment.

The other item that caught my interest, and provoked my need to express agreement, is the question of the expected life span of DSL. I have always (unpopularly) looked at DSL as a transitional technology that would be obviated by the expected advances in technology and decreases in infrastructure cost that will be bringing higher speed fiber- and RF-carried services closer to both the commercial and home doorsteps. That notwithstanding, however, I'm anxiously waiting for DSL service to be installed on one of our lines in our recently relocated office to eliminate a dialup 'net connection. Thoughts of the future don't necessarily substitute well for economic considerations on the short term.

Have a nice weekend,

Steve

EDIT: PS - Fora did not go unnoticed by me either; shades of Miss Chases' Latin class.
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