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

To: Raymond Duray who wrote (5676)	10/25/1999 10:50:00 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 12823

Hmm, what's left? If you take the givens in your statement, and remove BLS from the list due to the deference that QWST must demonstrate to them... "Right now, all new developments by USW and Qwest are focusing on the metro areas of SBC and BEL." ...the only territory left is their own. No? I suppose they could list some of the properties of some of the larger independents, and some Canadian and overseas territories, but that's not what you were getting at, I take it. Frank

To: Raymond Duray who wrote (5676)	10/26/1999 2:43:00 AM
From: RTev	Respond to of 12823

U.S. West might actually be thinking about doing some bleeding edge development within the footprint of its original territory. I don't know how I end up defending the folks at US West so often, but I think they deserve some defense here. In fact, most of their bleeding-edge development is within their own territory. Some examples: They rolled out an early test of ADSL in Phoenix over two years ago. They introduced it in the other five major urban areas of their territory over a year ago. Right now, they're doing a VDSL video service test in Phoenix: cabledatacomnews.com Their PCS system might not be bleeding edge, but it does offer services that aren't available on most other wireless services. The footprint for that is entirely within their home territory. (Again, it ignores most of the geography to focus on the mass of thier customers in urban corridors.) Right now sidewalks and streets throughout downtown Seattle are torn up as USW pulls fiber directly into several buildings. (WCOM, MFNX, AT&T, and at least two other companies are doing the same, judging from the helpful marks painted onto the sidewalks by the city before the digging.) I suspect they're doing that elsewhere as well.