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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Jeff Hayden who wrote (6077)11/24/1999 2:46:00 PM
From: Jay Lowe  Read Replies (3) of 12823
 
AT&T and "no strings attached"

This is a profoundly revealing move on T's part.

I see home wireless in T's cableboxes and mobile wireless on their towers.

I see my PDAphone connecting seamlessly to the web via the best available route, whether by cable in the home (or in any home), or via air when not in range of a cable or other wired endpoint. I think of T's and the MSO's infrastructure ... and I see new wireless technology beginning to populate that infrastructure.

I see my PDAphone, PCs, and other wireless widgets such as scanner, camera, MP3 player all participating in the same scenario.

I see T being very close to crystalizing this vision, as well as having major controlling leverage over implementation.

I see a whole lot of players lining up to play T's game ... the implications are far reaching.

For example, consider music distribution. Consider the impact MP3 via web has had on RIAA member directions. Imagine that music appliances talked to music providers via the above seamless wireless-cable-wireless infrastructure. T could define how this was done, if they wanted to.

Other examples left as an exercise for the reader. ;-)

T is in a unique position. They have the 'bone, towers, the last mile, even the last 30 feet ... all under the same logo.

Counter-examples?
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