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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Raymond Duray who wrote (7136)5/31/2000 6:48:00 AM
From: MikeM54321  Read Replies (2) of 12823
 
"but INSIGHT believes fiber will play only a very minor role in the home market."

Ray- Thanks for the Insight comments. We are carrying on a parallel conversation over on FCTF, but my most recent comments are probably better suited to this thread which is- $40/month doesn't drive a lot of fiber deployments. Since 98% of today's residential Internet users would be thrilled to get 1 megabit speeds, I don't see the incentive for incumbents(MSO or telco) to be concerned with fiber. Incumbents are the most short-sighted companies I know of and love band-aids. Not that short-sightedness is such a bad business model for them to follow. Personally I think short-sightedness makes the most sense because it has the least risk. -MikeM(From Florida)
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