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Technology Stocks : Loral Space & Communications
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To: JMD who wrote (3577)6/2/1998 6:30:00 PM
From: Dragonfly  Read Replies (1) of 10852
 
I agree, there's some formidable obsticals in the last mile and formidable people are trying to tackle them. If the RBOCs had shown an ability to move quickly and take this seriously, I would be less bullish on sats for this solution. But, like cable companies they seem mired in the perspective that comes when your customers can't switch to another provider and you can charge as much as you want.

I would be surprised if one of those technologies (xdsl, cable) did not become a good competitor to sats, but given the economics it looks to me like sats are the better bet-- and then you get huge areas of service, virtually unlimited bandwidth potential (there is a finite limit to the bandwidth over cable or xdsl) etc.

I don't mean to imply this is a slam dunk, though.

Dragonfly
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