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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: MikeM54321 who wrote (2306)11/11/1998 11:35:00 AM
From: lml  Read Replies (2) of 12823
 
Mike:

Thanks for the response.

One rationale I was given for the delay was the purchase of new switches from Scientific Atlanta. It seems that Century is more focused on getting their digital switches in place in light of the advent of HDTV broadcasting. It seems the digital broadcast era will put cablecos with older infrastructure (no digital capacity) at a competitive disadvantage to the wireless providers (ie. DirecTV) who are already broadcasting a digital signal. So its seems natural for smaller,less capitalized cablecos like Century to respond to the more imminent threat to its customer base.

I guess I disagree with you on the telco solution -- the xDSL v. ISDN cannibalization issue. Granted it exists, I think the telcos realize the larger market ADSL offers because of the direct access (no dial-up) that consumers are looking for when they are seeking a large bandwidth connectivity solution to the Internet. I think the PR on ADSL is demonstrative of this view by the telcos.

ADSL is the road the telcos have chosen. The reason I won't get it -- at least in the foreseeable future -- is the fact that I so @#$%&* far out from the CO, that the technology is just not available to deliver ADSL to my home. Other than cable, the alternative solutions to greater bandwidth are the wireless solution as we are now seeing, or convincing my LEC (PacBell) to install a DLC up here to deliver T-1 access at a competitive price.

Under any scenario, I am just stuck with my ISDN for now. If there is any consolation to be found, it would be for Calif PUC to compel the telco to drop the ISDN rates so they aren't so expensive. From a economic standpoint, it don't make sense to pay more for less (bandwidth).

Later guys. This ISDN session is costing to much.

LML
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