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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: MikeM54321 who wrote (6215)1/10/2000 6:52:00 PM
From: MikeM54321  Read Replies (1) of 12823
 
Where is everybody?

The AOL-TWX deal is (IMHO) a very big deal. It easily ranks up there with AT&T spending $107 billion on their cable plant purchases. That move signified that broadband is for real, and is a here and now technology. T fired that first major shot at the telcos, to get serious about DSL, or become has beens.

Well this content/distribution deal is the second biggest shot fired in the coming converged networked world. It's extremely significant because it's a huge stamp of approval that home entertainment will never be the same.

All this means great things for ALL Last Mile Access technologies. Because every access technology is suddenly taking on even greater significance as a pipe into one hundred million households.

Whether it's twisted copper pairs, coaxial, broadband wireless (with all their relationships to fiber), all win. Suddenly data is just not for techies anymore. Soon it will be a couch potato's dream. So that means 260 million pairs of eyeballs will be the broadband target. It means great things for all the companies and technologies we have discussed for years on this thread.

Last time I looked, the Last Mile is still the biggest bottle neck that has to be cleared before their is true convergence. I'm pretty excited about it. --MikeM(From Florida)
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