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

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To: Peter Ecclesine who wrote (11787)	7/24/2001 2:29:06 PM
From: MikeM54321	Read Replies (1) of 12823

Peter and geoffrey- I got a flier in the mail a week ago and was going to bring up NetFlix on this thread too. Interesting concept. What really puzzles me is why the MPAA isn't screaming about this? Is it really that difficult to break the code on a DVD to avoid piracy? Or are they realizing that since Blockbuster(and others) rent out DVD titles now, no one takes the time to copy the DVDs? NetFlix is one step away from being a VOD type service for those with broadband connections. Too bad the HFC/DSL network isn't ready for primetime apps like this. I can see the MSO's NOT being happy about this since they would supply the pipe to cannibalize their VOD streaming revenues. And there is no incentive for ILECs to increase the DSL pipe for a service that gets them zero increase in revenues. Hmmmm. $20/month plus snail mail for 10,000 titles. Does it really work well? This may do some major damage to VOD as the MSOs want that $20/month for themselves. BTW, ATT just announced that their revenue per sub is up 14% yr/yr to $52/month. So there is lot of room for growth. In theory it can reach the $100/month plus levels once all services are available. More like $150/month is the ultimate. That's a 300% increase. Also ATT mentioned the same problem Cox just did--Growing consumer subs. IMO, they should give up on that and just push to get consumer subs to buy more services. With time, the DBS market may start losing subs back to them as long as the MSOs can offer more for the buck. Keeping this all in perspective, the consumer market is nothing compared to the business market. So any money the MSOs have allocated for growing consumer sub growth, IMO should be earmarked to go after business revenues. -MikeM(From Florida)

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