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

To: wily who wrote (7436)	6/28/2000 10:47:00 PM
From: ftth	Respond to of 12823

Hi wily, no the way I read it is it's perfectly believable they have a modem that performs as-stated. No big technological advancement there. But, without a change to the physical network it does no good. Suppose--just for the sake of argument, but highly unlikely--that an MSO decided they would foot the bill for physical upgrades to support dedicated connections. Since a DOCSIS modem can perform to their claimed specifications I see no justifiable reason why any MSO would choose their product. [Note that there are sometimes unjustifiable reasons MSO's do things] DOCSIS is a standardized implementation available from many sources, and it continues to evolve. MSO's and DOCSIS vendors have put tens of thousands of man-hours into DOCSIS participation, development, and testing. I can't see choosing a sole-source product from a company that's been around less than a year (especially since there is no reason to).