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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Raymond Duray who wrote (6223)1/11/2000 7:34:00 AM
From: MikeM54321  Read Replies (2) of 12823
 
Ken- The argument on the PBS Newshour show was lame. The Internet changes everything. Everyone with a computer can be a worldwide broadcasting network. Everyone with a digital camcorder can be a movie producer and distribute their product to the world. Every garage musician can be a record label with world distribution abilities. Every author can be a worldwide publisher, etc... No one has even broached the subject of selectively blocking content on the Internet. This isn't China. So I thought the PBS argument was very lame.

Frank- Yes. The implications of the deal are enormous. It's another huge stamp of approval of broadband as a the delivery vehicle of all information and entertainment into some one hundred million households. No one knows today what it will look like tomorrow. But my first prediction is I won't be tied to this computer monitor much longer. The high speed IP data stream has to hit the TV soon.

Ray- You say collect fees from one hundred million households. Well my theory is the prices will drop dramatically. After all we now have another huge player, Hollywood(for lack of a better word) who wants rights to our eyeballs to throw advertising our way.

When I'm watching Bloomberg or MSNBC via a broadband IP stream, they broadcast the same commercials as they do when broadcasting the analog signal to my TV. But with interactive broadcasting, the advertisers will allow us to click on products, not just watch the commercials. We will be able to order them up within seconds of being enticed to via their ads. Just think how valuable that will be to advertisers. Maybe broadband will soon be free as part of our current entertainment package.

Thread- Another reprecussion of note. There is a progression of companies/industries understanding the importance of being connected. First, it was just rinky dink ISPs that were spending the money to upgrade the IP network a few years back. Next came the not much larger data CLECs. Then half-heartedly came the cablecos and telecos. Then T fired the major cable shot and suddenly the billion dollar spending began with cablecos and telcos. Now AOL has just fired the next major shot. So who jumps into the spending game? Hollywood does.

In other words, there are a lot of companies/industries wanting to solve the Last Mile access bottlenecks into our homes and are willing to spend billions upon billions doing it (I'm hoping it reaches the trillion $ mark).

Keep in mind, if you filter all the way back to the beginning, that nearly 75% of the US gross domestic product(which is hovering around the $6 trillion mark!) is consumer driven. There are a lot of interested parties wanting a piece of this money. Broadband access, IMHO will be the best delivery vehicle to help capture it. --MikeM(From Florida)
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