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Technology Stocks : AUTOHOME, Inc
ATHM 23.93+1.1%Nov 25 3:59 PM EST

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To: ahhaha who wrote (2537)7/20/1998 11:41:00 AM
From: Frank A. Coluccio  Read Replies (1) of 29970
 
You bring up a number of interesting issues here.

You say:

>> The threads are where to find anticipatory thinking ahead of managements.<<

There are physical networks, and there are virtual nets which hover several Layers above the physical ones. Earlier this month I posted in the VoIP thread,

"Where on Earth are they [ed: FON or T, take your pick] going to find the means to restrict their subscribers from gaining access to other SP's capabilities, once they are already on the Internet through high speed STB/Cable Modems and air interface devices? Once you let the cat out of the bag, it's going to be difficult to get it back in, or in this instance, for them to contain or control their own subscribers' choice of LD (and other service) providers, including other means of _local_exchange_ provisions over VoIP."

The reality is that it doesn't matter whether the network is a physical one or a virtual one.

T + TCOMA = Physical

FON + Other xLEC's access facilities = Virtual

The owners of those nets (T on the physical side, and FON's ION on the virtual) will face the same problems protecting their walls, as Esrey himself will find out in due time. How many ways can you slice a thin dime? Or, in the light of recent cost-per-minute pricing trends, make that, how many ways can you slice 5.9 cents?

Whaddaythink?

Frank C.
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