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

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To: VIXandMore who wrote (3638)5/11/1999 3:29:00 PM
From: MikeM54321  Read Replies (2) of 12823
 
Re: DSL Provider Valuation

Bill,
So what do you think? Are the networks of all these recent and coming soon, DSL Providers going to be worth something to the incumbent phone carriers? Aren't they all renting space in the COs for installing their equipment? Do you think the incumbents are going to want to own it after the providers get it going and establish customers? Do they mention the speeds they are offering?

I hate to calculate the value/subscriber (referring to potential subscribers) that the market has placed on the valuations of these DSL Providers. I imagine it's pretty substantial. E-Bay is something like $6,700/subscriber! I wonder what some of these DSL guys are valued at? If you have access to what a roll-out is expected to garner in terms of subscribers, can you post it.
Thanks,
MikeM(From Florida)
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