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Technology Stocks : The *NEW* Frank Coluccio Technology Forum

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To: A.L. Reagan who wrote (1134)10/24/2000 5:17:50 PM
From: Frank A. Coluccio  Read Replies (2) of 46821
 
re: Austin's Dumb and Dumber

A. L. Reagan, how about Dense and Denser?

Sir.. I'll have you know that my competitor glut is larger than yours. _g_

But there are still many buildings that thirst for affordable bandwidth. Fear not, for Fiber Creep will get them there.

To wit:

From ospmag.com

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ospmag.com

Con Edison enters Broadband Market

10-18-00: Con Edison enters broadband market

In a development that will streamline the delivery of broadband services in New York City, Consolidated Edison Communications, Inc. (CEC) announced today that it has been awarded a franchise to provide fiber-optic transport services throughout the five boroughs.

The newly franchised company, a wholly owned subsidiary of Consolidated Edison, Inc., is a "carrier's carrier." As such, it provides wholesale, carrier-grade fiber-optic transport services for "the last mile," connecting telecommunications carriers and Internet service providers for the distance between their own networks and individual buildings. The franchise agreement was finalized on October 13th.

CEC plans to install more than 112,000 fiber-strand miles (460 route miles) by the end of year 2005, and to interconnect more than 1,000 buildings in this time period. This will allow CEC's network to be within one and one-half blocks from any building in Manhattan.

For more information, visit www.electricfiber.com.
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Now, add to this the following facilities based carriers:

Telergy (soon?), MFN (of course), LightPath (Cablevision subsidiary), TW TeleCommunications (CLEC), MCI-Metro/MFS, ATT-ALS, FiberNet, LightSpeed, RCN, Sphera, LVLT, and Xo. I'm sure I missed someone. Even Winstar has fiber in the street, as does The Reverend Al Sharpton who has a facilities-based CLEC franchise with Urban Communications. And oh, yes, Verizon.

Add 'em up and you've got one helluva backfill project on your hands, not to mention the as-built drawings for city hall. It's a growth industry.

I once dealt with the franchise bureau on behalf of clients _before_ alternative facilities-based carriers were permitted in the streets, and it was hell getting permits even then !!

The problem is no longer how can I get there, and how many ways can I enter the building. Those, you can count the ways. It's once you get inside. And the government is going to step into the landlord-carrier easement fray. Hmm... we haven't even touched upon the resellers and piggyback folks yet.

By the time we get to them, we're talking Dunce and Duncer.

FAC
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