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

To: JGoren who wrote (5588)	10/18/1999 5:40:00 PM
From: M. Charles Swope	Read Replies (1) \| Respond to of 12823

According to the article whose URL I posted earlier, the only reason DSL is being offered at all is because of AT&Ts cable strategy. The article posits that the RBOCs wouldn't have bothered about fast Internet access if they weren't being threatened by AT&Ts attempt to get around them via the coax route.

To: JGoren who wrote (5588)	10/18/1999 6:06:00 PM
From: MikeM54321	Read Replies (2) \| Respond to of 12823

JGoren, "I don't think that SBC announcement is a whole lot new, except for maybe the coverage penetration." Except that SBC announced spending plans of $2 billion per year backed by quite a few facts and figures. It's all in the webcast. I usually am not very impressed with these types of announcement (after listening to them for about 5 years now), but this one IMHO was quite different. It's worth a listen. "SBC has at least 10 internet providers signed on from which the subscriber can choose. AOL is not yet one of them." I believe, but am not certain, in the webcast they said they are partners with AOL already, and hope to build their relationship even further. BTW, the costs work out to be about $100 per home passed. Which I think it a pretty reasonable figure. Also they generate $16 billion/year in operating cash flow, so spending $2 billion/year is quite within their reach and great for the equipment providers! One more thing, the FCC said they better get on the ball as part of the approval of the merger between SBC and Ameritech. So they have not only the AT&T pressure, but the FCC pressure too. All in all, I think it's for real. MikeM(From Florida)