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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 (7418)	6/26/2000 12:27:00 PM
From: lml	Respond to of 12823

Mike: My guess is that SVCs will be utilized to accomplished VOD to the home. In other words, the subscriber will be able to change, or switch, his DSL connection to an Internet portal to a private corporate LAN DSL connection (ie Blockbuster) to download the video of his choice AWAY FROM the Internet portal, & thereby alleviate unnecessary traffic jams at the Internet gateway shared with others. I can only suspect that when VDSL is deployed, and broadcast video streamed over shortened-copper, that these streams will also be streamed via a gateway OTHER THAN the Internet, more likely a dedicated "broadcast" portal whereby the subscriber will be able to select the channel he wishes to be "broadcasted" to his home. IMHO, VOD is going to require a dedicated portal that will be able to accommodate consumer preferences on a real time basis, and that the broadcast connection will not rely upon the same "switch" that will be employed for broadcast, but perhaps the same switch for broadband Internet. I come to this conclusion in terms of frequency of use. I think we all can agree that very soon we will all be continuously connected to the Internet network, and would enjoy the same as far as broadcast access is concerned. But VOD is really a burstible model with a unique time event that IMHO will not necessarily require an "always on" connection.