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

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To: lml who wrote (7591)7/13/2000 12:00:17 PM
From: MikeM54321  Read Replies (1) of 12823
 
lml- Well your comments reflect almost exactly how I see VDSL playing out at this point in time. Except with one other addition-- I believe the broadcast TV model has to be altered substantially in order to fit the VDSL model. That means a LOT of pieces have to drop into place for VDSL to deliver true video services. Kind of what Frank has touched upon upstream.

Who's going to lead that charge? The MSO don't want to because of their legacy equipment. The telcos don't because they don't know if it will work? So the telco's are in the position of not having anything in the CO's that can deliver TV over copper. So what equipment should the telco invest in during this paradigm shift in broadcast TV? A critical decision that is unclear at this point in time.

So although I'm weary of reading about the VDSL-TV tests dressed up to look like VDSL-TV deployments, I can sort of see the telco's position regarding the delays.

Let's keep our eyes out for ACTUAL VDSL-TV deployments. I would like to see one large incumbent telco make a full blown commitment to a TV delivery model, of the nature ATT did with cable plant telephony. Right or wrong, sometimes it's guts that count more than technology. And I have to say, I think the telcos will have to take a bigger risk than ATT has already taken with the cable plants. -MikeM(From Florida)
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