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Technology Stocks : Winstar Communications Inc.
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To: Steven Hollis who wrote (80)12/30/1995 7:12:00 AM
From: Rudi Strobl   of 97
 
That depends whether you are talking about a telco vs. a CATV company. The latter has no CO. Another way to think about this is that telcos will move certain intelligence (addressing, routing) very far out into the network; i.e. into your neighborhood from where a wireless link could deliver not only voice but say compressed video. This will be AT&T's strategy with McCaw. The CATV companies will do similar to install the switched type network architectures that CATV does not have today but that will become necessary with true switched video on demand. For the traditional telcos, they could chose among several alternatives. There is not a single answer to your question, Steve, but a good way to think about this is to expand the concept of CO and what functions it provides. Winstar, of course, will fit into this last "access to the home" portion because that will in all likelihood be radio spectrum. The old thinking was long distance was a monopoly; hence the divestiture of ATT in the early 80ies. The next thinking was that local loop is a natural monopoly. That is proven neither true because with the advent of re-usable radio spectrum divided into cells, the radio spectrum becomes an infinite source of communications bandwidth. Hence the value of radio spectrum in the local loop where it will be the vehicle to circumvent the wire-in-the-ground and wire-on-the-pole (the pole attachment act forcing others to pay monopoly rents to local telcos dates way back) monopoly. But there are other technologies that will play a significant role in this development, among other Steinbrecher radio technology that is enabling the re-use of this spectrum.
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