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Technology Stocks : John, Mike & Tom's Wild World of Stocks
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To: John Pitera who wrote (1327)6/14/2000 5:55:00 PM
From: Jorj X Mckie  Read Replies (2) of 2850
 
I guess that one gauge of how the market views T's strategy is to look at BRCM, TERN and CMTO and other related companies. Though it is kinda hard to tell after the past two months where everything has been beaten down.

I would expect LD to be offered free eventually and this would be one of the major enticements that T would have to get the consumer on their cable modem services. And since most customers will have a set top box anyway for cable, and if T ships those boxes with an analog voice port that is enabled, they may be able to simply sneak their way into the market.

I have always hated shared bandwidth, which is the case with cable modems, so this would be an issue for me (not to mention security).
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