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Technology Stocks : The *NEW* Frank Coluccio Technology Forum
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To: Frank A. Coluccio who wrote (914)10/1/2000 8:27:14 AM
From: elmatador  Read Replies (1) of 46821
 
re FTTH in Japan. The timber and the nails for ADSL's coffin are already being prepared. When the market start being persuaded that the swiss-knife ADSL will not cut anything, new entrants start investing in alternative technologies and solutions.

Telcos are reactive rather proactive animals. You see an electric competitor trying to breakthrough and they immediately react by emulating it, as the case of Chubu Electric shows.

Things begin to look very interesting once the market calls the bluff of this artificial barrier of entry which is ADSL.
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