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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Doughboy who wrote (3465)4/27/1999 1:48:00 PM
From: lml  Read Replies (2) of 12823
 
(1) From my corner of the copper plant, I don't necessarily see "glacial movements by the ILECs. SBC and BEL have moved quickly to deploy DSL in their most competitive markets. Granted, not all COs have been wired for DSL yet. In some situations available space in the CO & the overall condition of the copper plant may forestall early deployment. I would think these factors would forestall early deployment by the CLECs as well. As far as USW & BLS are concerned, I think their focus may be in other areas as their operations cover a larger range of businesses. GTE, while not as aggressive as the SBC & BEL, is also not sitting still.

(2) While the ILECs & their lawyers are doing whatever they can to retard the CLECs from deploying their own equipment at the CO, I don't believe this is core to their strategy. It is merely a delay tactic. The ILECs must compete or die; they know this.

(3) As far as I know, there are no present plans by SBC/PacBell to move into DSL-Lite. PacBell is rolling out DMT-DSL aggressively. IMHO, as DMT deployment expands, the advantages of splitterless DSL diminishes.

IMHO, the ILECs may be sitting back a bit, permitting the CLECs to invest in their infrastructure, establish a pricing structure, only to come in later & undercut them with pricing.

Now the question presented is -- as I alluded to before -- how will QoS impact the demand for DSL at various pricing levels. What investment do the ILECs -- & the CLECs need to make to ensure that the ATM switches/routers at the CO do not become the bottleneck that delivers poorer service than what a competitor is offering.

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