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

To: Frank A. Coluccio who wrote (5409)	10/3/1999 1:45:00 AM
From: elmatador	Read Replies (2) \| Respond to of 12823

Frank, perhaps we don't need to see fiber everywhere. First it will go where you can raise most revenue with the least investment in infrastructure. Then -I think- it will percolate downmarket near and near the average customer. I would like to give the European perspective: The European market is highly concentrated in just a few countries and customer segments. The top five countries (Germany, France, the United Kingdom, Italy and Spain) generate 75 percent of all European telecom revenue. Business customers generate approximately 60 percent of all telecom revenue and 75 percent of EBITDA, allowing for attractive "cream-skimming" opportunities. A large percentage of the European market opportunity is clustered densely in a few regions. While the top 16 European countries have a total telecom market opportunity of US$200 billion, the top 50 metropolitan areas in Europe generate nearly US$60 billion of revenue. Business telecom revenue is highly concentrated in the top 25 financial centers, enabling a CLEC to address a disproportionately large percentage of the market with a presence in a small number of cities.

To: Frank A. Coluccio who wrote (5409)	10/3/1999 1:54:00 AM
From: elmatador	Read Replies (1) \| Respond to of 12823

Another player that I am trying to follow is the city-carrier. Cities in Europe want to become (sort of) carriers. They want to use their right of way and pull fiber across the cities and lease them out to operators. When I moved to Stockholm, I was surprised to stumble in a weekend in a fiber line terminating nowhere in the woods behind my house. (A Last Miler never sleeps). I investigated. It belongs to StokAB, (www.stokab.se) which pulled fiber long the subway, water pipes etc, and lease them to any newcomer. I expect that -at least here in Europe- the city carrier will pull the last mile of fiber. I would like to see some perspectives from that side of the Atlantic on that. Perhaps in the USofA things are moving in a different direction.