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Technology Stocks : Frank Coluccio Technology Forum - ASAP -- Ignore unavailable to you. Want to Upgrade?

To: Frank A. Coluccio who wrote (675)	12/7/1999 10:21:00 AM
From: Jay Lowe	Read Replies (2) \| Respond to of 1782

>> HOW MAJOR ISPs CAN COMPETE WITH CABLECOS I believe one major lock-down ploy here will be when a cable or DSL vendor offers a home-networking solution ... beyond internet ... the electronic home ... by combining HomePNA or similar existing home networking solution ... which will eventually evolve into the pervasive pico-nets envisioned by Bluetooth. I see a AT&T cellphone making a VoIP call if I'm within 30 meters of a Bluetooth node connected to cable or fiber. Conversely, letting me access my PC via the same phone or whatever when I'm over at a friend's house or at a client site. (My partner is down at the Bluetooth conference today while I hack cablemodem driver code.) I'm thinking about the tectonic plates here. AT&T is positioned to do this via ATHM + their towers + MSO rights of way + VoIP and POTS expertise + recently home networking JV release. Alliances? What other natural alliances in the ISP + DSL + carrier world are aligned to flow into this vision? eHomeLab: In the general case, the ISPs + the DSLer's + the carriers + the handset guys (QCOM, NOK) throw together to make a eHomeLab ... more developmentally proactive than CableLabs ... with a mandate to pull together a prototype system using existing components and develop standards to shape commercial transition. I see this as a major strategic opportunity ... a proactive approach accelerates introduction 5 years sooner than if it just evolves randomly. Thus AT&T with it's relatively more cohesive structure might be able to move this along faster than the 6,503 x 4 other players trying to work together. The counter-argument is that the T/ATHM/MSO axis is not "leaning forward" ... not psychologically aligned to innovate ... relative to the more chaotic but agile competition. If I saw a convincing case that any ONE company was going to pop forth a comprehensive solution (LU?, QCOM?) they would definitely get my investment interest.