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

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To: Frank A. Coluccio who wrote (2584)12/15/1998 1:24:00 AM
From: Bill Lin  Read Replies (2) of 12823
 
>>The g.lite standards and products that come to market in late 1999/ early 2000....It will not (at least initially, and probably for a long time) support the features that many businesses are looking for: managed data services, QOS guarantees, high guaranteed upstream data rates, etc. ...it is hard to see where any announced collaborations really address this market space. <<

<< Agreed. Have you checked out some of the rates the data CLECs are asking for fractional T speeds? They're higher in some cases than those for ILEC T1s >>

Hi, I was reading your two messages with great interest. There is a movement afoot to move the DSLAM out of the CO to the commercial building site. They connect via a T1, 3 T1 or a fractional T3. It doesn't matter what % higher the T lines cost, because then the CLEC, ISP or NSP delivers that bandwidth to the tenants via DSL using the building's wiring. Checkout the startup www.acucomm.com They are providing this remote POP capability.

Because they cost share the T1/T3 among all the tenants in the building, the prices are lower and the speed capacity higher and service quality guaranteed at a minimum CBR.

Because they use multiple T1 for 1Meg+ services or T3, the line maintenance responsibilities are clear, T lines for RBOC, and building lines for ISP, and LAN equipment for customer MIS.

Because they can use wireless as a trunk, they can allow ISPs to bypass slow ILECs. Now you get Cell sites and Satellite as players in data pipes.

Because they are a remote POP, they don't need to exist at the $10k/month /100 sq ft CO site. They are NOC diagnosable and serviceable. AcuComm is selling this equipment to ISPs, CLECs and Telcos today.

The point I'm trying to make is that technology has bypassed this particular issue you are talking about.

ILECs have a great monopoly, but hungry competitors like Teligent, Winstar, the 1500 Telco companies and 300 sizeable CLECs will bypass the RBOC networks eventually. This is happening in Asia. HK Telecomm is losing market share to the new startup (forgot its name). The new HK Airport is serviced by this new player, not HK Telecom.

DSL provisioning when handled by a hungry ISP or CLEC will be a dream. If you have experienced Primestar service, it is realtime while you are on the phone, and there is no reason why DSL provisioning cannot be similar.

I know I am missing the complexity of your conversation, but I'm just butting in to say, "let competition bring the economics into reason and service will come"

I've been studying the telecomm industry trying to understand it enough to make reasoned investments, after taking a bath in the disk drive and graphics chip industry. I've learned a great deal reading your dialogue. thanks.

I can wait another 1 year to get a DSL line, because I have a quality and price point. Hopefully, if ISPs buy this AcuComm equipment, or other DSLAM manufacturers copy the concept, we will get quality DSL service in condos and apartments sooner than later. (for single unit houses, I guess you are stuck with DSLAM service from the CO)

BL
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