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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Peter Ecclesine who wrote (11528)6/24/2001 3:07:40 PM
From: Raymond Duray  Read Replies (2) of 12823
 
Re: The Local Loop:A Natural Monopoly? from the June 2001 issue of Business Communications Review

Hi Peter,

Thanks for pointing out that "Briefing" piece from BCR. The author seems to have a clear-headed notion of where things stand in the LM game.

A couple of observations..... It has never been as clear to me as with this article that CIMI's Tom Nolle is a partisan in the ILEC vs. Everyone Else battle. He's generally come across as less biased in his own publications. Ya gotta love these Bellhead vs. Nethead debates. Endless, and endlessly frustrating.

An example? As Nolle put it: "It's not a legitimate public policy objective to foster competition. It's a legitimate public policy objective to foster some change in the consumer experience, and then to mandate competition as a mechanism for addressing it."
Huh? Nolle seems to be way out of line here, spinning the history of anti-trust going back to the Standard Oil breakup with a rewrite of history that is pathetically stilted and off-base.

The Nolle comments on residential broadband are nothing but smoke. The ILECs mean to move into commercial/institutional broadband and would dearly love to have nothing to do with residential broadband upgrades. I can't believe he's making so much of this stuff up for the sake of his own ability to collect "toady-writer" fees from the incumbents. JMHO.

I do tend to agree with Eric Krapf, that the new battlefield for the RBOCs is not with the CLECs but rather with the MSOs. However, in that arena, the cableco equipment vendors aren't producing DOCSIS 1.1 compliant gear, and the whole MSO VoIP effort seems stalled if not stillborn at this time. Score one for the old copper loops and the postponement of the future.

Best, Ray :)

PS: TTBOMK, Tauzin-Dingell is dead, a fate it richly deserves.
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