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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Frank A. Coluccio who wrote (10941)4/12/2001 4:06:51 PM
From: MikeM54321  Read Replies (1) of 12823
 
"Which probably translates to the cm camp having to undergo another round of upgrades, bringing fiber closer to smaller clusters of users, before long."

Frank- Absolutely. And that is the beauty of the cable plant(twisted pair plant too). The upgrades can be done incrementally. Incremental is a key word as revenues of some $30 billion per year keep rolling in to the MSO (and $100 billion for twisted pair players) while capex takes place. That is why the MSO could go toe to toe with the ILECs. With the CLECs, it starts at $zero (and may end at $zero).

Speaking of this, IMO there is no way FTTH will ever work unless it's an ILEC or MSO that rolls it out. No business model can support the costs of rolling it out starting at $zero revenues. I just see FTTH getting further and further out there. Especially after this recent CLEC debacle. You may be able to point out a few companies doing it, but nothing of any significance(please correct me if I'm wrong). -MikeM(From Florida)
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