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

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To: Warren Gates who started this subject	6/13/2004 7:02:31 AM
From: Frank A. Coluccio	of 12823

CHINA'S BROADBAND GROWTH A couple of years ago while attending a Fiber to the Home Council meeting I came across several folks who were, at the time, preparing tender offers for what they claimed were 'millions' of lines of last mile solutions in the PacRim region. I thought they were exaggerating some, to say the least, but not knowing the terrain in broadband terms as well as I do now, I merely thought it to be an impressive prospect to mull over, and nothing more. Recently I came across this article (below) on the BCR online forum that reminded me of those earlier claims at the council meeting, and I came to realize that those folks were not just blowing smoke. Far from it. bcr.com Rather notably, Eric Krapf concludes: "... to the extent that broadband, and specifically DSL, become incubators for other technologies—public voice over IP and high-quality video, for example—those innovations may be more likely to occur anywhere but the U.S. There may not be cause for alarm yet, but we ought to be paying attention." ---------- FAC frank@fttx.org

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