Silicon Investor (SI) -- The First Internet Community

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 : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: D. K. G. who wrote (4618)	7/14/1999 12:43:00 PM
From: Frank A. Coluccio	Read Replies (2) \| Respond to of 12823

Denis, Re: Opening up to outside ISPs, the article states, "AT&T, however, does not. It owns a big chunk of the nation's cable systems, as well as 40 percent of Excite@Home and it wants cable companies--such as the ones it owns--to be able to control access to customers." I'm inclined to think otherwise. Sure, T wants control, but their appetitite IMO goes beyond the potential of ATHM. See my post on the ATHM thread at: Message 10497961 At some point, if T does open up, the arguments may reverse themselves, since T could then be viewed as the sole [or, at least dominant] wholesale provider in many regions, thus portending an even greater threat to the competitive alternatives offered by the DSLs and Wirelesses. It would be a peculiar twist in the makeup of the established arguments, don't you agree? I'm quite certain that this option has been on their white boards and brown wrapping papers that adorn the walls of their think rooms, waiting for an opportunity to blossom. Like most other initiatives that make sense, it will blossom in full color when the time is right. I'm inclined to think that their posturing, i.e. the way they are presenting the agenda of the SLC trials, is all about this. Just think about how nifty T's position will be then. When they are finally faced with obligation to admit others, they can turn around and say that they were forced to. Hmmm... Comments welcome. Regards, Frank Coluccio