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Technology Stocks : Frank Coluccio Technology Forum - ASAP
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To: Kenneth E. De Paul who wrote (430)11/22/1999 10:30:00 PM
From: ahhaha  Read Replies (1) of 1782
 
The FCC has quietly built a formidable suit of weapons to contain OA. They are adamant because cable is the lever to force the RBOCs out of their local monopolies. DSL oriented BB:telephony could help the RBOCS to resist the lever.

The FCC will release a new set of rulings which require the RBOCs to either delimit their local circuit switched phone access to the voice band or rent or sell away the data band. They will not be allowed to capitalize on the data band unless they open the voice band on any switching mode. They can't be allowed because they would be using their incumbency to realize an added value without having subjected that advantage to market forces. They'd get paid because they have a monopoly.

If Att can develop a substantial infrastructure for cable BB:telephony, the BOCs will have direct competition in their local circuit switched markets, so they will be under a squeeze from both DSL and cable on every front. DSL alone isn't sufficient to maintain the pincer or the full court press. Cable has too slow of an infrastructure build-out even with a moratorium on OA. The two together though hit the BOCs in so many places that the monopolies will go bust.

There's holes in the above, but I'm busy with other things to do the needed patching. Maybe you can plug the holes.
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