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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: ftth who wrote (9311)11/26/2000 2:28:07 PM
From: MikeM54321  Read Replies (1) of 12823
 
"My guess would be that they won't go much beyond experiments until major infrastructure changes are impemented."

ftth- Okay. Thanks for your clarification about my excerpt from a hard copy investing magazine. I know we covered the VOD topic before and I'm still trying to recall why it may cause problems beyond a 'trials' stage.

Now that I'm thinking about it more, I believe I recall where our general consensus ended up at-- It was not a matter of having available blank channels(of which digital TV did free up a substantial amount) to send a VOD stream to our STBs. It was more a congestion problem if more than say, 20% of subscribers(like on a Friday night) wanted to stream a personalized, bandwidth hogging, VOD movie to their STBs.

In other words, the digitalization of broadcast TV, delivered over a 750mhz HFC plant, did indeed end up allowing the MSO to deliver many, many hundreds of broadcast TV channels(and music and limited bandwidth CM data) to us subscribers. But this in no way means each sub on the system would be able to have blasted down to them a discrete video stream. That would be a HUGE bandwidth hog of which you believe no state of the art 750mhz system could currently handle.

Is this the gist of what your opinion was/is? Thanks. -MikeM(From Florida)

PS Although I am currently a fan of the HFC networks as a superior residential access solution, by no means am I married to it. Please feel free to point out it's flaws. I sometimes wish elmatador would start a "HFC is dead" discussion so I will remain objective about where I make my investments.<g>
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