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

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To: Frank A. Coluccio who wrote (7902)8/6/2000 8:30:34 AM
From: MikeM54321  Read Replies (1) of 12823
 
"The interactive content will not, by design (at this time, in any event), be mounted on the 'net, rather it will reside within the content libraries and caches assoicated with the hierarchical servers of the MSO (or some third party _g_)."

Frank- IMO, I think what you wrote above is accurate. And below is what ATT wrote(edited down).

"The DCT 5000 possesses processing power closer to a PC...it handles analog and digital TV signals, plus high-speed data via cable....we have a recipe for some pretty exciting things over the next five years," Fickle says."

And I think ATT may be implying they will allow full blown broadband access to the WWW, but IMO that would be the biggest pandora's box to hit TV Land. I don't quite understand why they seem to imply it. Maybe it's just me. Seeing DOCSIS cable modem built into the STB makes me think they are implying a WWW connection to the STB. But if I read the PRs very carefully, I suppose they don't ever say this. Reporters, may, but ATT (or any MSO) does not.

So I believe all the PR about ITV is just a limited bandwidth interactivity with the headend servers to make it easier for subs to buy stuff. This is the only idea that makes sense because both MSO and advertisers win. Giving the STB full access to the WWW, brings in the profitless dot.com world to TV so I can't see that happening.

My feeling is the MSO may not even let you out of their TV pipes to retrieve E-mail from other ISPs you may already have an account with. Although AOL/TWX may connect their ITV subs to AOL's servers. Hmmm...a marketing plus for those AOL users who also happen to be a TWX sub. -MikeM(From Florida)
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