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

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To: mrknowitall who wrote (2301)11/9/1998 5:26:00 PM
From: Frank A. Coluccio  Read Replies (1) of 12823
 
Hi Mr. K,

Yes, me too. I happen to believe in the same principles, our friends turnpike and corridor, like yourself.

Your reply is in some ways related to [or, at least there is some interplay between yours and] WTC's in his reply at:

Message 6342948

While pent up demand may be inhibited by an absolute lack of transmission facilities in the last mile (or, in the first mile, closer to the core, or in the head end or central office, as someone else has suggested, and I believe this to be true as well at the ISP edge level), another inhibitor may be the cost of those facilities where they actually do exist. ISDN has proved this point in the past.

The delta between 22.50/month for analog V.34, and 60 or 120/month for ISDN was at one time one of its most influential detractors, even where it _was_ available.

>>Consider a paradigm shift that could dramatically suck up bandwidth but that has consumer "instant gratification" written all over it: Software rental - and not just movies. Game software; demo software, software you have a need for once a year. Given sufficient bandwidth, why keep the stuff on your hard drive?<<

These are the kinds of shifts that will render tell-tale evidence as to where the haves live, and where the have-nots are left wanting. I dare say that the applications you speak of and others just as consuming of bandwidth are already piercing the envelope, where facilities will support them, and where folks can afford them.

Thanks for those observations, mrk.

Regards, Frank Coluccio
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