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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: John Stichnoth who wrote (3551)5/5/1999 10:09:00 AM
From: Frank A. Coluccio  Read Replies (1) of 12823
 
>Their question is not whether to install, but how do they find a way to install? Someone will find a model that works for the end-user and makes a profit.<

The inference would be that that "someone" will likely be a much larger player, portending a consolidation of the smallers.

A model such as you speak of would require defining the assumptions going in. What are they? Define service mix first, inclusive of quality of service and response times guaranteed. And then expand on what you perceive to be the subscriber base potential. What competitive threats exist within the same locale? Demographics. Churn rate? It's not as simplistic as running an excel spreadsheet, as one would imagine.

There are lots of gotchas along the way that could muddy it up good for a small guy, that would simply roll off the back of the larger players who could adjust rates due to their pricing elasticity. I'm open for suggestions on how to model this thing.

The largest threat to all DSLs is that still un-named next wave operator who takes the bold step to deliver fiber to the structure in a more ubiquitous manner. And, as we are not there yet, it is something that is in the backs of most architects' and strategists' minds, to be sure.
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