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

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To: MikeM54321 who wrote (8993)10/23/2000 4:57:34 PM
From: justone  Read Replies (1) of 12823
 
Mike:

I'd second the motion on Armstrong. My observation is that no RBOC would deploy DSL since it
would cause them to cannibalized their own T1 leased line market until they were threatened by
actual HFC cable modem deployment.

That is what happened in SNET/SBC vs. Cablevision.

Although Cablevision isn't ATT/TCI, they followed ATT's lead.

If cable companies had not deployed cable modems, there would be no residential broadband.

The next question is how quickly they deploy:

1. voice
2. VOD
3. work at home video conferencing
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