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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Frank A. Coluccio who wrote (8648)9/29/2000 5:16:50 PM
From: justone  Read Replies (1) of 12823
 
Frank:

My understanding of Cablelabs is that their first line of defense is to tell the
FCC "Don't forget, we are the ONLY chance you have of finding a
competitor to the ILEC".

So far, this has worked, even to the point where the FCC is worried that
the cable companies make enough profits to roll out voice over cable and
start competing. This was Mike Armstrong's initial reply to the critics,
before ATT got more suavely political. The FCC is probably just making
"nice sounds" to pacify the critics.

There is some standards support for sharing long distance voice access,
and some for several small cable companies to share network equipment,
but not much support for multiple providers to share access to the end
subscriber. In fact, there is a lot of authentication that protects the cable
service provider from people trying to get by them. Remember, Cablelabs
is run totally by service providers who own their subscribers,and they don't
want that to change.

I think I agree with this as policy, at least for the 67% population covered
by cable, and the 40% or so covered by DSL. The real problem, I think,
for the FCC is not competition, but rural access.

My prediction: the wireless and satellite people will get very nice rulings
from the FCC.
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