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

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To: Robert T. Miller who wrote (3275)	3/31/1999 1:50:00 PM
From: John Stichnoth	Read Replies (1) of 12823

I think my message last night was slightly slightly over the top. My focus tends to be on the home/soho/small business users that are the bulk of potential implementations (if not revenues). And when thinking of Manhattan, I think of the basically windowless office I was in, on the fourth floor of a walkup building. (My apartment was the same). The landlords of the buildings weren't about to support any expensive upgrade to the communications line--that was between us and NY Tel. And the rooftops were lower than adjoining buildings. I absolutely accept the point that fiber is already in Manhattan. Wasn't it fiber that caused ATT to go down a year or two ago in the city? And a number of large buildings and businesses are fully up to speed with T1 or other lines. These have been done by businesses on their own, I understand, or by the ILEC under duress from its big customers. The jury is still out on how CLEC's and ISP's will gain wideband access. The point of my little missive last night was on how to provide universal low-cost high-bandwidth solutions. There are some places where each of these will provide the best answer. I do not think fiber to the home will be generally available in Manhattan any time soon--but I'm not that old so it may happen in my lifetime! And dsl will remain in the mix. So, yes, you are right that a portion of the (business?) population will be supported by fiber. Another portion will have access to FBBW. The third portion will need to rely on twisted pair copper installations--DSL. How big are these segments? I don't know. But, I'd bet the DSL-reliant segment will be significant. By the way, I wish I had any of those alternatives available to me. My telco--Bell Atlantic--offers none of them in our area. And CLEC's have not been able to get space in the CO. That makes consumer/soho-oriented FBBW real interesting to me. Best, JS

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