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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 4:26:27 PM
From: Frank A. Coluccio  Read Replies (2) of 12823
 
lml,

"My present opinion on VDSL is that the biggest obstacle is the additional cost to bring the fiber closer to the subscriber than efforts as manifested by SBC."

One would think so, but this doesn't lend proper respect to the enormity of the problem of creating a back office and distribution system to support it. In the absence of head ends which use rf modulation and channel distribution, the twisted pair guys have no uniform means of modeling their architectures. Think about what it takes to do digital video distribution from a one of a kind platform (which, invariably, is what a VDSL delivery platform provider would face). Head ends are mass-produced, virtually. Digital Hosts keyed to video are not.

This is the same problem, by the way, that would-be fiber-to-the-home (FTTH) providers who would send MPEG over 10 Gigabit Ethernet will face, until there is critical mass and consensus on how to do it, or until a large enough player comes along and steals the show. FWIW.

FAC
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