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

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To: MikeM54321 who wrote (6446)4/15/2000 4:55:00 PM
From: MikeM54321  Read Replies (7) of 12823
 
Re: US Broadband Stats- DSL North America

Thread- In my never ending quest for facts&stats to prove Last Mile infrastructure spending is for real, comes this report I just ran across. It somewhat coordinates with the Bancorp Piper Jaffray Report linked at, "who wrote," above.

Contrary to what the financial media generally reports, RBOCs apparently are ahead of the CLECs. And DSL is a lot closer to cable modem then the media believes too. -MikeM(From Florida)

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North America DSL Market Reaches 600,000 Lines in 1999

Feb 16, 2000-- DSL lines in service in North America totaled 600,000 at the end of 1999, according to new statistics published by TeleChoice, Inc.

The United States had 504,100 DSL lines in service at year-end 1999. The U.S. ILECs accounted for 77 percent of the total, followed by CLECs with 22 percent and IXCs with under one percent. Canada had 95,300 DSL lines in service. To gather this data, TeleChoice interviews each DSL facilities-based service provider on a quarterly basis.

The United States figure was under TeleChoice's earlier projection of 575,000 lines. Several of the leading DSL providers fell short of their earlier estimates due to loop qualification issues, delays in equipment shipments, a shortage of trained technicians, and other factors.

TeleChoice estimates that the number of U.S. DSL lines in service will grow to 2.1 million by year-end 2000, with further growth to 9.6 million DSL lines by the end of 2003.

"In 1999, the DSL industry's focus was network build out, to install DSLAMs in as many central offices as possible. With the existence today of DSL service in every U.S. metropolitan statistical area (MSA), the focus has shifted to the launch of new value-added services," said Brett Sheppard, TeleChoice DSL analyst. "Offering plain-vanilla transport-only DSL services in today"s market is not a recipe for success....As prices continue to fall for DSL connections due to strong competition, DSL service providers must roll out new value-added services - including Voice over DSL and enterprise IP network services - to retain margins and create a sustainable competitive advantage."
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