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Technology Stocks : ANTEC Corp. (ANTC)
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To: Avi G. who started this subject11/28/2000 11:28:30 AM
From: Arthur Tang  Read Replies (1) of 847
 
Many of us are lamenting the ANTC business with T, and not looking at the progress business wise so far.

ANTC did supply for T to get 400,000 local telephone customers. How T gets beyond 1 million customer has not been known yet. 400,000 represents the upper 1% of the wealthy. Local telephone on cable is $35/month or more. T has to goto 2nd phone per household at a discount. STB has to be redesigned to handle more than one telephone line. Or T has to compete with the $22/month rate for unlimited service for local telco?

T recently goes back to offer $4.95/month ISP rate for 160 hour/month service, on the TV. So, marketing for local telephone and the service from cable eventually will be competitive, even though it is a franchise(high price but limited usage or subscribers). ANTC has to cooperate with STB manufacturers to get more lines available. Multiplexers, anyone?
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