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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: ftth who wrote (9286)11/25/2000 8:58:48 AM
From: MikeM54321  Read Replies (1) of 12823
 
ftth- Under the double line...was it your own words, or that of an author of some article?

"They claim 14 million cable modem subs by 2004. What they fail to state is that using those numbers, and an average 6% current take rate for cable data service, somewhere in about 2002 the networks reach the MSO's max comfort level w/r/t percent take-rates (roughly 18 percent)."

Now isn't too much demand a good problem to have? I don't quite understand why the cable plant can't be upgraded to something like Lightwire offers if indeed they end up signing up more $40/month subscribers than the current two-way HFC plant can handle. Thanks. -MikeM(From Florida)
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