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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

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To: MikeM54321 who wrote (6695)3/20/2000 6:29:00 PM
From: lml   of 12823
 
Its not so stupid, Mike. One of the undisputed values on a utility company's balance sheet is real property interest in ROWs. Laying fiber along utility ROWs is not novel. RCN plans to do it, or make use of existing fiber owned by SCE (Southern California Edison for you non-locals) to deliver cable & telephony services in greater Los Angeles. I can only presume that they plan to extend SCE's existing fiber backbone, which they will lease, by laying fiber along SCE's utility ROWs right to the curb. My understanding is that RCN plans to do this in "select" markets where the ROI merits the upfront investment.

As far as a true powerline solution, if it is feasible, my understanding is that the benefits offered are due to the grid nature of the network, which offers unparalleled redundancy in the event of failure at a particular node in the network. This obviously presents advantages when it comes to traffic congestion at particular points in the network.

While this sounds good, experience has shown us that such "failsafe" grid network can also lead to a domino effect whereby unmet demand in one area can result in failure across the entire network. Hopefully, designers of power networks are working to overcome these design defects. JMO.
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