Lucent Technologies (LU) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Lucent Technologies (LU)

LU 2.820

0.0%

Nov 7 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Kenneth E. De Paul who wrote (8031)	6/3/1999 3:19:00 PM
From: The Phoenix	Read Replies (2) of 21876

*OT* Paid $4500 for each media one subscriber And, you're point? With UMG and TCI, T now has braodband access to 60% of the US households. They can deliver all kinds of services - not just voice recouping their costs fairly quickly I suspect. Lest we not forget other assets that UMG brings to the table. redherring.com news.com still working on primary power for local cable service in Utah trial ???? Not sure what you're talking about here. could you elaborate? cable has max out high speed loop limits ??? Yes, true. Yet at 3Mbps-10Mbps and as high a 44Mbps is far faster than available competing technolgies such as ADSL...which is still bogged in standard issues. G.lite might help but we're talking 1M service. Try to pull down a couple of video streams on G.lite or ADSL. SDLS or VDSL is still out a ways. In the meantime T is moving in the market. voip will hit long distance margins ??? Voice will be a free service used to migrate RBOC customers off of dial service. Not sure what your statement means. have to convert the TDMA wireless service over yes... if they want to add this to their portfolio but there is no requriement - they can keep this discrete and simply install the gateways. This is not a big deal. If dsl or cable modems are successful, they will drive out second line revenue probably causing local line shrinkage primary lines as well. E911 issues are being solved - including line power... All to compete at $20 bucks per month? They could have started unlimited local wireless service for everyone at $20 per month much cheaper and so much more successfully. This is an RBOC view of the world and why most traditional LEC's "don't get it". AT&T's service will be free...the bandwidth will be free. They'll charge for services used. Use the internet - that's $15/mo...or maybe based on usage. Use TV - that's $15/month for basic service. Want telephony connectivity - that's $10/mo for basic service etc... I think T has a solid financial model. If they succeed in being able to provide all services over a single broadband connection the customer also has to deal with only one provider and pay one bill. This simplification will be attractive to many customers. The pay as you go plan will also be attractive. T will be able to provide pricing incentives on one type of business by increasing margins on another - this is what will allow them to provide free telephony until such time as they get market penetration rates up. So, although you may believe that the T model is not financially sound, I would respectfully like to disagree. I think T has got it just right. In the meantime the LEC's are unwilling to deploy new DSL infrastrucutre because they'd have to share it with CLEC's. They argue that they can't justify the investment. Can they justify losing their customers???? With only dial service the LEC's will lose. OG

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next