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Technology Stocks : Qwest Communications (Q) (formerly QWST)
Q 83.53-2.8%3:59 PM EST

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To: Roger Hess who wrote (1190)4/30/1998 8:40:00 AM
From: John S. Baker   of 6846
 
> The line comes to the home and into a 'black box'. From the box, one line goes to my TV, one to my phone, one to my PC. Each line is fiber. Why don't the telcos get in to the service of providing TV to the home? Why don't the cable companies provide telephone service to the home?


Is anyone out there working on this 'black box'? Also, it looks like a tremendous market for installing fiber optics to the home. I'm about 2000' from the closest fiber. Are there any companies other than the local telco working on providing fiber the last mile? I would see this as a tremendous market, too. <


This is currently being done in the southern California areas served by Cox cable.


We get multi-channel (128?) TV via the cable. We can get InterNet access via cable modem (Road-Runner?) through a joint venture between Cox and "@Home". Cox has a joint venture with SPrint to provide PCS phone service (CDMA, of course). Cox has a joint venture with Frontier? to provide long distance service. And in some areas we can get local phone service as well. I recently toured Cox's Customer Service Center in San Diego and the tour guide (a management person) told us that in the areas of Orange County (between San Diego and Los Angeles) where Cox's local phone service has been in place for 6 months or more, they had a penetration rate of more than 8%. I consider this phenomenal.


They are not yet at the point of providing a single bill for all of these services, but they interlink nice discounts if you maintain your Cox basic cable service. For instance, my wife's PCS phone was basically free, due to the various discounts, because we are Cox cable subscribers.

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