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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 (7510)	7/7/2000 12:18:11 PM
From: lml	Read Replies (1) \| Respond to of 12823

Now notice the number of TV channels. It's obviously on the low side as compared to what it would take to compete in the US. Mike: While I don't necessarily disagree with your basic premise underlying this conclusion, I don't think it is necessarily "non-competitive" in the US. If you stop & think how broadcast video will morph due to the amalgamation of consumer viewing habits, how many channels does one really need to get the value expected from such services. Does a consumer really need 200 viewing channels? If a consumer could SELECT 50 channels with which to subscribe to from his provider, is he/she more likely to be "satisfied" than the consumer who instead receives ALL 200 channels, the lion's share of which goes on unwatched all, if not most of the time. Can you see the waste here in terms of bandwidth? IMHO, the step up to VDSL is about bandwidth. And IMHO, I don't think VDSL is going to be deployed in a true broadcast manner where the goal has been to either fill the airwaves, or fill the cable pipe with as much content as possible in order to make the economic model as profitable as possible? While there may be some irony in this statement since it is the goal of any operation to maximize profits, it certainly hasn't worked for the MSOs in this country, if history is any example. IOW, maximum content shoved down a pipe, IMHO, is not going to be the model for profitability in the future. Its going to be about REACHING that consumer. Hypothetically, if I am an advertiser, and I target a consumer who SELECTs the channel (& programming) I plan to advertise on, in competition against 50 other channels filled with competing programming, & not necessarily w/i the same time slot due to the advent of hi-quality video recording (ie. TIVO, ReplayTV), wouldn't I be willing to pay that provider a higher advertising fee than the provider who "stuffs the channel" with 200+ channels of unwanted & unviewed content. The bottom line of my point is that the broadcast model of the future is going to be much more sophisticated, much more targeted at the right consumer that a 50-channel solution may not necessarily be inadequate to compete. IMHO, it boils down to quality, not quantity, when it comes to content that will be delivered into tomorrows digitally connected home. JMO.

To: MikeM54321 who wrote (7510)	7/7/2000 10:04:34 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 12823

Mike,re:VDSL/ TV-Video over copper wire- more info and links: ALA contract you cited is just extension or continuation of more significant commitment by Kingston Comm. (150 million pounds ) to 3dSL developed by Newbride, now carrier Internetworking Div. of Alcatel: Message 11479724 3dSL was lunch first during SuperCom 1999, and the real show was done during Telecom 99 in Geneva last fall, where entire Rugby Cup was transmitted and presented in Newbridge boot. VDSL, core LMDS and ATM was the major resons for ALA move. Below you will find ref. to several other customers who has been applying or testing this technology for over year. Look at PixStream( end of post), which is owned in 30-40% by NN/ALA. They are developing multimedia over copper with big boys: Bell South, Bell Canada and other: Newbridge worked with its Affiliates iMagicTV Inc. and PixStream Inc. to complete the TV content redistribution application for Kingston. newbridge.com Québec Set to Enter the Broadband Multimedia Universe newbridge.com Creating a Brave New Wired World in New Brunswick newbridge.com In February 2000, European media reported that Eircom plc, major provider in Irland, made the deal with Newbride, worth 200 million(5 million in phase one) to use 3dSL for multimedia, including music. That new was confirm by both party(Bloomberg if I remember correctly). As we speak very serious development in this area is underway. Europe will lead in 3dSL application, and N.America will join the party too. Look also at: Newbridge 350 Integrated Versatile Services Node Technical Summary. go to :http://www.newbridge.com/search/index_main.jhtml and click at 3dsl under 10 top search. 350 access switch is used in both LMDS and 3dSL. Sun Microsystem has been working closely with NN/ALA and two affiliates for some time.NN?ALA has huge stake in both of affiliates: pixstream.com KINGSTON VISION ENDS TRIAL, ROLLS OUT PIXSTREAM-ENABLED TV SERVICES TO OVER 800 CUSTOMERS USING EXISTING TELEPHONE NETWORK pixstream.com Next Level Communications, Inc. (NASDAQ:NXTV) announced today that it is partnering with PixStream Incorporated, a leading developer of video head-end solutions for telephone companies, to provide telephone companies with equipment to offer TV services to their customers over existing copper wire networks using VDSL technology. Recently, the two companies have been working with Bell Canada, Canada's largest communications company, to trial broadband services to over 100 customers in a 45 story, 430-unit condominium apartment building. pixstream.com BellSouth-mediated session to highlight PixStream's interactive TV over DSL solution with simultaneous distribution to TV and PC pixstream.com PIXSTREAM DEMONSTRATES TV STREAMING SOLUTIONS WITH SUN MICROSYSTEMS AT TELECOM 99 pixstream.com pixstream.com I will post about it some time in the near future. Regards Zbyslaw