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

To: lml who wrote (7397)	6/24/2000 1:21:00 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 12823

"So how much marginal expense will SBC be required to spend to deploy VDSL? I would argue not as much since the backbone will have already been built." Perhaps the seed of the necessary backbone for VDSL has already been sewn. That is, the fiber and the hardware racks and remote terminal huts and controlled environmental vaults (CEVs). And the rudimentary line driving circuits which are necessary to compete with the MSOs such as ADSL, etc. They play chicken with each other. I wish I'd bookmarked that post. But right now they are capacity'ed for less tsunamic flows, i.e., ADSL, HDSL, etc. And they provide this reluctantly, because they want to keep their lunch for themselves. Can't blame them. The optical gear necessary at the host terminal locations and the remote locations, as well as the provisioning of upstream bandwidth? I think that these will be tough for the incumbents to swallow for extensive vdsl provisions, unless they can extract per unit pricing. And pay per bit is a hard sell in the face of cable modem and other emerging platforms, including wireless. Maybe I'm focusing on the incumbents too much.. but they are the ones best situated to provide vdsl. And the incumbents can never get over the fact that a vdsl of 52 Mb/s, or roughly a T3 plus SONET overhead, equates to an even 672 voice channel$. Deriv: One (1) T3 equates to 28 T1s. [A T3 plus overhead = a 52 Mb/s VDSL rate] One (1) T1 equates to 24 DS0 Voice Channels. 24 voice channels * 28 T1s per T3 = 672 Voice channels. How much does (or did) an incumbent carrier receive for 672 voice channels in the past? A lot. FAC