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Strategies & Market Trends : MDA - Market Direction Analysis

SPY 680.73

-0.2%

Dec 15 4:00 PM EST

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To: bobby beara who wrote (71061)	3/2/2001 11:57:43 PM
From: Doug	Read Replies (2) of 99985

bobby: I'll endorse that scenario for a year or two at best but no more. The big bottleneck holding the TECH's back is Consumer resistance to spending for Broad band. That last mile problem cannot be solved without money. We are currently in an equivalent situation where we have a Net work of Highways but the main traffic is still the horse and Buggy. The RBOC's , Clecs and NSP's should now unite and force the narrow band users off the Network. They can do that by doubling the Fees for modem users whilst jacking up the fees for Broad band . The F.T.C will have to play ball. Once you have an established revenue stream, it becomes easier to bring fibre to the curb. This could l be the boost that the TECH's need to get going again.

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