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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Frank A. Coluccio who wrote (3073)3/14/1999 10:13:00 AM
From: chirodoc  Read Replies (1) of 12823
 
question for anyone who knows about cable vs. wire stocks!

i asked steve harmon the noted internet analyst who he thought would win the phone vs. cable race and was surprised with his answer. assuming he is right, can anyone name a few great companies that could be the gorillas in that space?

From: steve harmon - analyst
Mar 13 1999 6:23PM EST
Reply #594 of 616

dsl may make the phone line world high speed internet access
i've forecasted these things before but my latest take is this, that in 2003 internet access may look like this:
phone lines: 70 million u.s. homes
cable lines: 15 million u.s. homes

you may see homes with both phone and cable internet, and possible even tailor-made content for each...i see cable internet wanting to deliver a more 'tv-like' viewing experience...and phone delivering more data-centric...and the phone itself become an integated communication center for email/fax/voice

for reference there's about 100 million u.s. households

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