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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 (5847)	11/4/1999 5:51:00 PM
From: MikeM54321	Respond to of 12823

JGoren, Keeping things in perspective. Re-building the 100 year old, 200 million line, trillion dollar, twisted copper pair network is a BIG task. Re-building the 50 year old, 70 million home strong, coaxial cable network is a BIG task. And building a new broadband wireless (as a third competitor) access network from scratch is a BIG task. So far only about a one million users are hooked up via HFC cable, and only about 500 thousand have twisted copper DSL access. I do not know what the wireless stats are, but it is not even significant yet. In other words, there is a LONG way to go. Especially considering I only was estimating the US market above. Europe, Asia, and Latin America need broadband access (with accompanying backbones) too. So I'm not too concerned about who will win right now. IMHO, it's just so too early in the game to make an either/or investment decision on which access technology will win. MikeM(From Florida) PS Don't hold me to any stats above. I was just pulling them out of my faltering memory. I'm believe they may be in the ballpark.

To: JGoren who wrote (5847)	11/5/1999 5:41:00 PM
From: Raymond Duray	Read Replies (1) \| Respond to of 12823

Hi JGoren, You said: " I just don't think cable will be able to deliver the trouble-free, interruption-free service that the phone can deliver with DSL..." It is being done today in Bend, Oregon where Bend Cable/Roadrunner has an excellent HFC plant in place that is both high reliable and untroubled by overshared headends. In contrast, U.S. West has no residential xDSL offerings east of the Cascades in Oregon, and none planned. "the residential consumer just won't tolerate interruptions in service." This statement I agree with. My own experiece, outside the Bend Cable service area, has been in the last month the following: 1)software incompatibilities between Hughes DirecPC and Windows NT, recently solved by reverting to Win98 2)a dirty U.S. West T-1 between my puter and my ISP causing unpredictable outages for over a week, solved by upgrading from the copper T-1 to a new FO line. 3)Peering problems from the DS-3 out of Empire Net, through Qwest onto the Sprint system. 4)Various glitches within the ISP itself. I'd take Cable in a New York minute. I nonconcur with your conclusion about the eventual winning technology. In fact my conclusion is that the ILECs will work very, very hard to screw up the rollout of xDSL, just as they did with ISDN. Ciao, Ray