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Technology Stocks : Intel Corporation (INTC)

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To: John F. Dowd who wrote (166026)	6/8/2002 11:50:57 AM
From: Dan3	Read Replies (1) of 186894

Re: what is the incentive for the cable co's. to install it? Competition from mini-dishes. DirectTV and DishNetwork both provide superior solutions for TV viewers, in terms of quality (signal!) and quantity of programs delivered. Where cable has a competitive advantage, is that cable can add two-way data service to their offerings with cable modems. With DirectTV and DishNetwork merging, they are in a better position to really go after the cable company's business - unless the various cable companies also offer something buyers can't get from mini-dishs. The RBOCs are doing everything they can to stop the deployment of DSL (the natural competitor to cable modems), including blocking attempts to put in wireless DSL by tactics such as being "too busy" to connect T-1 lines to the neighborhood wireless nodes - which specific issue has kept me on bonded ISDN lines at home while a nearby wireless node has sat for months waiting for SBC to connect it. Cable is it for high speed connectivity. The RBOC's lose revenue when DSL lines are installed, and are in a good position to frustrate attempts to deploy DSL.

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