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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

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To: MikeM54321 who wrote (10942)4/12/2001 4:21:30 PM
From: Frank A. Coluccio  Read Replies (1) of 12823
 
Mike, the same argument you used for FTTH could have been used against Qwest, MFNX and others whose futures are, imo, viable. They, too, began with zeros, and through a business plan and other customary startup rituals they obtained the necessary funding to lay down billions of dollars worth of plant that is now productive and generating revenues.

I don't agree with your reasoning here. Just as important as the funding aspect is that of not having a viable digital tv platform in place, and an industry infrastructure to support it. I view this as equally problematic to the funding part, because if the 'other' industry-related infrastructure components did exist (and here I'm referring to a uniform delivery system and standards to support mass production, and hence declining price points) then someone might have already jumped on the opportunity to build fiber to the home on a national scale by now. As it stands now, the term 'ftth' is merely a catch-all phrase to describe an architecture that has fiber in it. But it doesn't connote a specification by any means. There is no uniform and widely accepted reference model for it yet. And like you implied, where it does work it's only in spotted deployments, at best. FAC
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