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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: MikeM54321 who wrote (6755)3/29/2000 10:26:00 AM
From: Nevin S.  Read Replies (2) of 12823
 
Mike, you seem to be very attuned to the telecom sector so I have a prediction to run by you. With the cost of voice dropping, I see the only long term play for RBOCs is in data. I think that over time, people will migrate most of their voice traffic to wireless networks or the cost due to competition will decline leaving only the data segment for wireline carriers where they can make a buck. I see this as a driving force behind SBC's "Project Pronto" and probably the most significant reason for my investment in AFCI. I used to think that demand for high-speed broadband Internet access was driving the market here but I now see that possibly the fear factor has set in among RBOCs.

You have to wonder, with all the new deals out there in wireless and low-cost LD service, are people talking more or is voice traffic migrating off traditional legacy networks. AT&T will enter telephony over cable soon in a significant portion of the country so where does this leave the RBOCs? RBOCs control the "copper cage" to use a Gilder term which may give them certain advantages in carrying data traffic. I realize that wireless is catching up in speed but one has to question the reliability factor especially for businesses in using this type of service. So, does all this logically point to a shift in focus over time to data by the RBOCs, thus, creating a huge market opportunity for companies like AFCI?
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