[Interoperability]
<<<How important do you think ADSL compatability is between separate phone systems?>>>
Interoperability is important between user modems and the C/O. Once you're onto the "freeway," it doesn't matter. For advertising reasons, though, a company wouldn't want to support two separate codes unless they could afford to put them in all their C/Os, right? If you advertised a bargain package using CAP, you'd have to have them in every C/O you owned, otherwise some consumers couldn't access it. Maybe I'm wrong, but this seems logical.
So, again, I come back to the question, why do a limited roll-out of TechnologyI (1.5Mbps) if you're not going to deploy it nation-wide in the future? I guess if you thought there were no need for TechnologyII (standards-based 6Mbps+), you could convince yourself you could upgrade TechnologyI if needed (for speed, not standard) and its future would be secure. However, accepting the very real possibility there would be need a for TechnologyII, you'd probably only deploy TechnologyI if it had a competitive follow-on product, which we'll call TechI-A. That way TechI could be upgraded to TechI-A without any difficulty. Okay, what happens if you find out the industry wants the robustness of TechII and your upgraded product, TechI-A, which you'd counted on to meet that market, wasn't what you thought it would be?
And this is probably total gibberish. The stock just hit 15.25 and I've got an appointment and can't watch the close.
Watch it for me. :)
Cheers!
Pat
|
