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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Darren DeNunzio who wrote (3327)4/7/1999 4:44:00 PM
From: lml  Read Replies (1) of 12823
 
DD:

I am not certain that the telco's are keen on investing a large chunk of change to upgrade their copper delivery system.

I am. SBC/Pacbell is planning a complete redesign of their copper network. As far as the other telecos, there aren't many left. Bell Atlantic/GTE? I'm sure they'll be following the same path. USWest seems to made some headway, I dunno about Bell South. Probably waiting to be acquired.

[Y]ou can see how little xDSL has penetrated this area

That's not the case. xDSL offered by CLECs is quite ubiquotous about the City. If one happens to live in a residential area, far from the CO, one can still get IDSL from a # of CLECs. Believe me, the telecos are working profusely to overcome the distance problem of ADSL. Perhaps we'll see some relief before year-end. Longer term, it is unquestionable that we'll see an upgrade to the existing copper network. They'll have to if they are to compete with HFC technology. JMO.
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