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

To: JayPC who wrote (5595)	10/18/1999 6:33:00 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

Jay, I happen to agree with you, but there is a lot of debate about this. We have gone back and forth quite a bit on this thread in the past. Wish I could point you to the urls. The single biggest drawback to HFC (cable modems), is that it's a shared system. More users, less bandwidth. BTW, SBC says they are ahead of AT&T and will beat them. Don't ask me how, I'm just repeating what they said. As investors, it really doesn't matter (unless you are investing in cablecos and telcos). The equipment guys will be the winners as the battle rages on. I think it's going to get pretty intense soon as the other Bells pile on. MikeM(From Florida)

To: JayPC who wrote (5595)	10/19/1999 2:16:00 PM
From: Geof Hollingsworth	Read Replies (1) \| Respond to of 12823

T shareholders better hope cable demand doesn't grow too rapidly-like not until they figure out how to install and provision it. I'm sure no-one needs to hear another horror story, but the short version is they had to send 3 people in two vehicles for the initial install, which in my case, at least, is still not working after 2 weeks (and uncounted hours on the phone with customer service). So far this has been more trouble to install than the ISDN line was. I don't see how they can possibly make money with this approach.