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

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To: elmatador who wrote (12501)5/26/2003 6:22:23 PM
From: Peter Ecclesine   of 12823
 
Hi elmat,

>>Incumbents Verizon or SBC implementing WLAN is bad for the business. (Mostly the US case, other parts of the world it may be different though)<<

I don't think it is anything more than Project Pronto was, a feint to places with lots of pay phones, which by definition have erlangs. When cellphones have WiFi cordless modes, then things will get interesting.

>>They are just using WLAN as a pawn in the overall chsee game and this pawn will be sacrificed at the first hint they are no longer useable. <<

Did you mean cheese game? ;-)

Two things that ILECs always have understood are the voice business and working the government. They are still masters of both

"Deregulating a monopoly built up through a century of government protection and subsidies isn't easy. If you do it all at once, the monopolist gets a windfall and blows away all potential competitors"

Right of Way (ROW) is the last barrier to telephone company disruption

Three more from the past

petere
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