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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: D. K. G. who wrote (11906)9/19/2001 11:38:40 AM
From: Frank A. Coluccio  Read Replies (4) of 12823
 
Hi Denis, apologies for not responding directly to your PM last week. Thank you for your continued thoughts.

As per PONs, I'm glad that the press is starting to shed some light on the true differences between the topologies of PONs and the legacy wireline alternatives. Historically, price-performance comparisons between fiber architectures and those of DSLs and CableModems tended to place fiber in an apples-to-apples light, which we now know is not going to be so. PONs (especially ePONs, I believe) will begin to show the ability to introduce economies that will be hard to beat on a gigabit-mile basis, IMO.

FAC
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