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

To: MikeM54321 who wrote (6215)	1/10/2000 1:27:00 PM
From: DavesM	Respond to of 12823

I believe that AOL is still committed to Open Access.

To: MikeM54321 who wrote (6215)	1/10/2000 6:52:00 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

Where is everybody? The AOL-TWX deal is (IMHO) a very big deal. It easily ranks up there with AT&T spending $107 billion on their cable plant purchases. That move signified that broadband is for real, and is a here and now technology. T fired that first major shot at the telcos, to get serious about DSL, or become has beens. Well this content/distribution deal is the second biggest shot fired in the coming converged networked world. It's extremely significant because it's a huge stamp of approval that home entertainment will never be the same. All this means great things for ALL Last Mile Access technologies. Because every access technology is suddenly taking on even greater significance as a pipe into one hundred million households. Whether it's twisted copper pairs, coaxial, broadband wireless (with all their relationships to fiber), all win. Suddenly data is just not for techies anymore. Soon it will be a couch potato's dream. So that means 260 million pairs of eyeballs will be the broadband target. It means great things for all the companies and technologies we have discussed for years on this thread. Last time I looked, the Last Mile is still the biggest bottle neck that has to be cleared before their is true convergence. I'm pretty excited about it. --MikeM(From Florida)

To: MikeM54321 who wrote (6215)	1/10/2000 11:08:00 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 12823

Mike, I'd like to address the technical implications which you mentioned at some later time. The broader implications of this deal, however, are huge. The fallout will be much larger than most have taken the time to consider fully. I, for one, despite trying to, have not even begun to digest and comprehend all of things that it portends. This combinatin transcends the technologies and the jockeying for access which we normally discuss here, and will affect multiple sectors, not just the ISP access space. AOL didn't simply acquire some rusty F-connectors, a few miles of backbone fiber, some black coaxial cable and the RoadRunner headends. They acquired all of Time Warner Entertainment. It'll be some time before I fully appreciate what this deal actually means in all its colors, and I suspect that this will hold true for others here, too. VoIP will seem like Popcorn Change at the candy counter when this thing begins to blossom. At this moment every other media company of notable size, and every large telecomm player, bar none... and that includes IXCs, LECs and ISPs, in addition to every other MSO, is shaking nervously in their boots wondering who they will find that is left to partner with on this scale. Watch out where you step around these guys (i.e., the remaining suitors I've just listed). I hear there are already some wet spots on the ground near where they stand. Stay tuned. Frank