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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: elmatador who wrote (8669)9/30/2000 7:14:38 AM
From: MikeM54321  Read Replies (1) of 12823
 
"Then we have those companies whose life depend on access technologies, and have touted them to death, who are putting all this smoke screen painting DSL bright future. And them come, in tow, the Delloro's of this world backing them up with figures to support the chimera."

elmatador- Very interesting ideas you have. And I believe I understand what you are saying about the motivation behind what you think may be a ADSL smokescreen.

Why would Dell'Oro, In-Stat, etc. be motivated to coordinate and confuse the public with their reports? From what I thought, they were independents and made their money off selling their reports to whoever wants them. Be it a Bell or a competitor of the Bells.

Even if there is a lot of smoke being thrown up around ADSL rollouts, millions of ADSL lines deployed is a BIG figure considering it only got going last year(previous five years of monopoly power didn't count). I understand that the ADSL equipment companies and incumbents take the stats out of the research firms and have a exaggeration party with the figures. But this does not make them invalid. I simply cut away all the fluff and the rollouts appear to be as real as the MSO's CM rollouts. Very much in lock-step as one would imagine it should be. Thanks. -MikeM(From Florida)

MSO- cable companies
CM- cable modem
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