CB,>>>Fiber optics IS better, it is MUCH fatter pipe, but no telco would go to the expense without exclusive right to use it, guaranteeing return, and the FCC won't give it to them, because by law it can't.<<<
I think that is the dilemma the telcos face. They are not about taking risks - they are about milking the cash cow for as long as they can. The trouble with DSL implementation is that even though it is cheaper than laying fiber into the homes, it is still about an expensive replacement for outdated switching gear at the COs for something most people still consider as an interim technology.
As for the problem with the last mile - you might want to look alternatively at the wireless communications group - Winstar (WCII), for example.
Or, farther out, as a long long shot you may want to take a look at the satellite people. BTW, there is an interesting situation going on now with Comsat - the people that manage the Intellsat and Immarsat consortia. Lockheed Martin has made a tender offer to take over Comsat and there is currently a huge spread between what is offered and what Comsat is selling for.
As for a DSL play - TXN bought out Amati awhile back - and if you remember the founders of Amati were two Stanford professors who were instrumental in developing ADSL.
I don't know what the ramifications would be to bring tcpip into the homes instead of going through an ISP as we currently do. Perhaps then we could all have video conferencing and exchange home movies on demand - or maybe each home becomes a CLEC. Talk about BS - I mean blue sky.
Regards,
Mary
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