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

To: SDR-SI who wrote (5431)	10/3/1999 7:26:00 PM
From: Frank A. Coluccio	Respond to of 12823

Steve, you certainly gave us our money's worth with that reply. Thanks for the candor. You handled the "secondary" matter very well, I should add. It think your treatment of the matter put it in its proper perspective. ----- I recall the first wave of building owner attempts to leverage ensuing technologies, just after the '83-'84 divestiture of T. At the time the ILECs handed over the black cables in building risers, which resulted in a kind of no-man's land, with very little precedent or guidance to go by. Contractors and building owners were all over themselves to claim the new gold that had risen from the shafts, resulting in much confusion, law suits, and more. Then came the proliferation of roof rights rental issues for satellite dishes and microwave antennae (can you spell exploitation?), which gave way to the multiple carrier easements required by the Competitive Access Providers, or CAPs. It ain't over 'til it's over. Now the new wireless P-MP carriers and the fiber providers are starting the process all over again, as they arm wrestle with building owners to get a few square feet of space. The building managers were the ones to know in those circumstances. What'll be next? I posted an opinion about what I consider to be an impending colo glut [those in the class of EXDS, IBM, etc.] in the GBLX thread the other day. Do you suppose that there will be a number of set-aside franchised easements soon? One for every large building and/or campus in order to support the growing needs of tenants to outsource their hosting services to providers on prem? Kinda like a Kinko's on every mezzanine level? Curious. FWIW, it's getting to be that way in Downtown Manhattan now. Telehouse to the front and right of me, ISPs below me, a backbone provider on the same floor, a site selection firm across the hall from me... we're getting there. And, to think... all of these entities will at some point be considered a part of 'the Internet.' Regards, Frank Coluccio