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

To: elmatador who wrote (6060)	11/23/1999 9:23:00 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 12823

elmatador, I'll defer to bullrider, Phil, by moving away from the "free" business for the moment. There's always a cost of some sort, even if it is only a one time sunken cost which must be amortized over the life time of a PC, added to recurring line charges for DSL or CM (cable modem). Or, it could be measured as a function of aggravation vs convenience, difficulty vs. ease. These tradeoffs and comparisons themselves will eventually cancel and then reverse themselves at some future point in time when inflection occurs, as the new model takes hold and beyond. At some point you pass through a membrane, you are osmoticized, transformed, and the conditions you begin comparing to one another become foreign to those which you were previously accustomed to. You have entered a new framework, in other words, where the new value chain bears no resemblance to your pre-existing notions which derive from a previous lifetime of heuristics. I like your re-balancing explanation. How does it play vis a vis my one time sunken cost and the adaptation of voice over IP (which is still highly unregulated), as would be the case if DSL and CM users began talking to one another over IP? [As I was typing away at the last sentence (while typing "another over IP"), I simultaneously overheard Mark Haines on the boob tube announce the AOL/NTOP agreement to allow Instant Messaging-like forms of VoIP to AOL users. It was as if he was helping me with some additional verbiage. Which he apparently did, come to think of it. An uncanny coincidence, eh?] Regards, Frank Coluccio