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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Raymond Duray who wrote (7929)8/8/2000 3:43:11 PM
From: MikeM54321  Read Replies (2) of 12823
 
Ray- It'll be interesting to see how the FCC reacts to this one. I'm somewhat skeptical they are willing to let the 96 Telecom Act break because the MSO's have come on the scene and pose a real threat to the ILECs. When the act was written the MSO's, as a local phone alternative, was in very few dreams. In other words, the 96 Act was focused on competition in the local twisted copper loop via something of the CLEC nature.

But OTOH as Kennard clearly understands, it's a brave new world because Internet demand has created all kinds of competition never before dreamed of. So maybe the FCC will indeed turn a blind eye to the ILECs gobbling up their 96 Telecom created group of competitors, the CLECs.

I was always wondering what would happen to the CLECs. Maybe this is the answer. If all the CLECs are absorbed, it certainly would turn into a very clean MEGA race pitting telco against cableco. And of course, the fixed wireless players nipping away at both.

BTW, all are jockeying for a piece of a, minimum $200 billion annual, USA pie! If I knew the revenue figure for what the MSO's generate, then it could be added to the $200 billion pie. Kind of exciting when you think about the money involved. -MikeM(From Florida)
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