Cable and DSL
OG, well, its clear that CSCO is shipping press releases in volume :), but not much else is clear to me.
Where I live, like many, many, many other areas, the cable companies and the LEC's are VERY slow to deploy.
And when they are deploying, the consumer price point just isn't right yet. Don't get me wrong. I would love high speed access. And would pay double to get it. But where cable is deployed here, its $40/month and not two way. And DSL (supposed to be soon in the Bellsouth region) will be $50 or $60/month. I will pay. But the mass market simply will not.
Until these new breed ISPs come to grips with a $25, or maybe $30/month consumer price point, it just won't have mass appeal.
And who are we counting on here. Cable companies? RBOCs? These guys have never "gotten it".
And until the mass appeal comes, these guys will be slowwww to deploy. But without deploying, they can't have mass appeal. A little chicken and egg situation.
You are correct though, that CSCO will be a player. Probably "the" player. I am patient though about re-entering the stock. I sold it well. I wish I could say the same of some other dogs I still hold. But I'll assure you one thing. If CSCO drops to the low 50's on a market sell-off, the dogs will be let loose, and I'll be comfortable with CSCO again.
Gary |
