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

To: Frank A. Coluccio who wrote (7143)	5/31/2000 4:39:00 PM
From: MikeM54321	Respond to of 12823

Frank- Great response. Thanks. A few more thoughts and questions. When SBC made the $6 billion Project Pronto decision, it was risky in itself. Can you imagine their CEO announcing a $60 billion(!) project to do FTTH? I don't think he would have lasted long. I'm sure there is a sound economic model behind the $6 billion Project Pronto plan. $6 billion allows him to hit up 80% of his customer with a tried and proven technology for that 40 bucks/month revenue stream. How many residential users would be willing to pay 400 bucks/month for FTTH? And how crazy would investors have considered the CEO to risk this kind of capital on an, as of yet, unproven technology? Or even an unproven need? Of course I'm just pulling figures out of my hat, but the overall dilemma is the same. Remember I'm clearly in agreement with your bandaid comments. And I'm in total agreement with your scalability comments(as I suffer scalability problems today!). The only difference is, AT&T didn't give the twisted pair world(or competing MSOs) anytime to wait around to figure things out. It was broadband today, or die. __________________ "A thousand users of a meg each? A gigabit...10,000 users? And so on....In contrast, today's dslams may only attach to an atm ring in the edge which collectively connects to the upstream via a couple of T3s, or an OC3 or an OC12 per region. What incentive does an incumbent provider have to improve that pipe size in the future?" My answer is, it's the next great area of investing because there will be HUGE incentives(not a good word to use) to upgrade. You say, "thousands." I say, "millions." You know a lot more than I do about the telcos current metro limitations. So can you tell me, isn't the metro going to log jam into a massive gridlock as SPs signup literally millions of broadband users per month? It's not a game of chicken. Isn't it a matter of survival? SPs have to upgrade or die. Or is this another one of my $64,000 questions? -MikeM(From Florida)