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

To: Kenneth E. Phillipps who wrote (5587)	10/18/1999 5:30:00 PM
From: JGoren	Read Replies (2) \| Respond to of 12823

I don't think that SBC announcement is a whole lot new, except for maybe the coverage penetration. When I called SBC about service, I was told I was about 800 feet outside the DSL limit of 17,500 feet but that something was coming before the end of the year. (There is fiber optic wire outside my building; it just hasn't been brought into the box at the back of the building.) I am not a techie, but I do think that the push for open access over cable lines is a bit foolish; the phone companies, a la SBC, will provide DSL service in competition. And, as I understand it, unless the cable companies can offer a lot better deal on bundled services (the big thing they have to play with is cable TV), DSL is technologically superior to cable modems. SBC has at least 10 internet providers signed on from which the subscriber can choose. AOL is not yet one of them. If AOL continues to focus on cable and doesn't jump on DSL, it will be rather foolish. Penetration of phone lines is a lot greater than cable. Point being, SBC is not trying to restrict IP's as is feared cable will. Cable will have to respond accordingly. Consumer will not take cable if he is very restricted in IP's when DSL has lots of choices. Then you have NextWave internet service offering another alternative.