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

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To: Darren DeNunzio who wrote (3632)5/11/1999 12:46:00 PM
From: Frank A. Coluccio  Read Replies (3) of 12823
 
Darren, your opening phrasing leads me to wonder, a few weeks ago, "what" would have been relevant? My post? Your message which follows the colon? You end the first sentence with a colon, but I'm not certain what your intended point of reference is...

In any event, in reply I'll offer up lml's assessment on the T thread, in addition to some of my own comments.

See: Message 9456998

I personally think that it has proven to be a good thing that the ILECs have waited as long as they have to deploy. Real earlier on, there was nothing but text based stuff for the most part to pull down, anyway. Of course, I have the luxury of hindsight now, and no longer possess the angst of just a few years ago to contend with in anticipation (or at least not as much at this time). V90 has seen to that... or at least it has mitigated some of the anxiety during this interim period. Actually, my 56 works a lot better than the shared domain I use at the office. Sometimes, much faster, in fact.

If the ILECs hadn't dilly dallied and procrastinated, which is the customary and fashionable perception (which I don't entirely subscribe to) we'd all have some stinko crapola services to live with, in the way of first and second gen lab work. This would have stayed in place until the second coming of the photonic gods, elsewhere.

As it stands now, we may soon see them planning, and begin to deploy, fiber-based FSANs using much higher speeds on the tail sections of builds, some using more robust iterations of VDSL technology, and the use of deeper pulls of fiber into neighborhoods.

Not a bad thing to be leaving in place for when the next logical extension takes place, be it broadband wireless, or pure optical, right into the residence at some later date.

"To compete with cable modems in the consumer market, however, it will require a cheaper, higher-bandwidth asymmetric service."

Really? Let me ask you, what do you think the throuhput handling capabilities will be on today's HFC designs when the cablecos reach their optimum penetration rates? That is, when they start making some actually money on the deal? Do you suppose that they will be faster than G.lite by an appreciable, consistent measure? If so, how much? And if they are not, do you think that the cablecos will sacrifice their revenues in hand, in order to improve their infrastructures, very readily? It will always be pendulumatic, until, IMO, the designs of the two models meld at some point, which will not be that much of a stretch when the next gens of each are deployed, as distinctions are both aided and obfuscated by branding and marketecture.

Regards, Frank Coluccio

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