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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 (7377)	6/23/2000 12:40:00 PM
From: MikeM54321	Read Replies (2) \| Respond to of 12823

This could be really bad news for the cable companies. The phone companies, says Nolle, "will build the most cost-effective networks, and it will be impossible to compete with them. We calculate that the Regional Bell Operating Companies will be able to sell DSL for about $20 to $25 a month with these new networks, and make better profits than with their current T1 lines." JGoren- I got a laugh out of the author's comment above. Did someone forget about a little word called, "television?" And another word called, "convergence?" <vbg> Or how about, "canibalization"(giving up T1 revenues for DSL)? Gee if anything, I think it's going to be a tougher road up ahead for the twisted copper world. I would find it hard to believe any analyst could claim the cablecos are behind the telcos in delivering broadcast television to their subs. AND IMVHO, the cablecos are even ahead of telcos in packet voice too. But it's just an opinion from general overall reading. I have no facts to post. -MikeM(From Florida)