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Strategies & Market Trends : Range Bound & Undervalued Quality Stocks
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To: Larry S. who wrote (4947)3/21/2002 10:07:01 AM
From: BWAC   of 5499
 
Pieces exist. A functioning system to handle such capacity as in the WCOM agreement nowhere near exists. Nor does the capacity and infrastructure exist to deliver such a service in quality and quantity to the home.

Thus since you can't reach customers, the applications which would require much greater bandwidth amounts are stalled.

I'll give you an example of the one consumer service I pay for that requires broadband and what I would like to see it evolve into. TrackPass from Nascar and Realnetworks. An enhanced sporting event type thing. Consists of a lap by lap update of the cars running order. Radio feed of MRN which produces the radio broadcast of the races. And access to in-car driver/pit crew audio. Ability to select the driver of your choice and lock in, or scan the entire field. $30 a year.

Now how does it work? It sucks. It runs two minutes behind the TV telecast. Which can be one lap or 5. I'm pulling the stuff down as fast as I can with my Bellshit dsl connection. They claim they are "real time" on their end.

What I would pay more for it to evolve into? In car video of the selected driver. View the race from the perspective of your favorite driver type thing.

Good thing I'm not holding my breath. Cause there is no way on this green earth such a product can reach me in a useable and quality format under the current state of infrastructure buildout. And it won't be coming anytime soon. Because the RBOC's have zero incentive to compete.

All is stalled (applications and buildout) til the RBOC's decide they can't wait any longer. The competion went bankrupt in year 3 of a 10 year buildout phase. Partially due to god knows what investor expectations of near term profitability. And the resulting liqiudity crunch. All of which happened at just prior (1 year or 2 years) to the time that the applications would come to market and use the capaicty built. Lack of investor patience, lack of focus, lack of understanding, panicked masses, and one heaping load of ill-prpepared company executives amazingly with NO backup plan.

Bottom line. The capacity may exist. But it doesn't exist in such a manner as to function in the quality and quantity which will be needed for any consumer application to reach critical mass.
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