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

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To: Frank A. Coluccio who wrote (2721)1/12/1999 8:51:00 PM
From: ftth  Read Replies (1) of 12823
 
Hi Frank, I have way too many posts to catch up on, but quickly skimming it raises some questions:

GUARANTEED MINIMUM 1.5 MbPS? That's a little misleading....what happens if you connect to a server incapable of serving anything close to that rate? Guaranteed...or what? double your money back? If so, sign me up now!!!

Interesting marketing angle though (the guaranteed rate part).

In a head to head battle with a cable modem or 2-way wireless service, and no differentiating features (e.g. spoon-fed content pages,email), cost is the only factor. They need to muddy-up this choice and make it difficult to equate them by not making the services have the same capabilities.

This will be an interesting battle where advertising dollars spent on name recognition (e.g. @HOME) will prove their value, or lack thereof. Seems to me the most important thing @HOME should concentrate on now is not getting any more blemishes due to poor customer service, because in a head to head battle, the one with no reputation wins out over the bad reputation.

Wonder how many homes really have a dual service option in the planned rollout area. Wonder how many homes in the current rollout area currently are served by a telco ISP (I think this would be a better indicator of available market than the # homes served by a # of CO's since this isn't likely to be a "first step" to internet access for many). I can't imagine this rollout will go smoothly or speedily.

Planning to do and actually doing are worlds apart. The only people this press release will sway are jittery investors. Can't imagine this would generate a panic reaction from the cable modem camp--it's still just hot air. Still, it would be prudent for them to get the data I mentioned above and see which of these folks they could serve, and send out a few mailers.

dh
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