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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 (7537)	7/8/2000 9:16:32 PM
From: Frank A. Coluccio	Respond to of 12823

"Time will tell if ATT ends up driving the incumbents to FTTH." T isn't home safe from the perils of future HFC bogdowns, themselves. Their proposed Lightwire may get them out of the woods, so to speak, for some limited number of congestion spots, but for them to re-do their entire network at this point (when they haven't even finished the first phase of upgrades yet), would be too expensive for them to contemplate at this time. T itself may be contemplating FTTH as an alternative to future HFC upgrades. Pangrac's model (which was cited upstream over the past couple of days) may also constitute some in-between variation on the theme that they might also consider. An old networking adage states that before you proceed to the next upgrade in any architectural design of the network, you should be able to appreciate a power of ten improvement. Which alternative gives them this?

To: MikeM54321 who wrote (7537)	7/9/2000 3:31:37 PM
From: lml	Respond to of 12823

FWIW, Mike, out here in LA-LA land GTE, which presently offers a cable platform in Westlake Village, is now laying fiber within the City of Ventura to compete as an over-builder against Adelphia, the enfranchised MSO, that acquired poorly maintained plant from Century Communications. Maybe you could do some research & let us know what GTE's strategy really is. Now that the BEL-GTE merger is complete, I am curious as to what GTE is doing in the broadband area. They've been doing next-to-nada with DSL on LA's Westside. I've heard numerous stories whereby subscribers situated well w/i the tariff limit were denied DSL provisioning simply because the line wasn't DSL capable. In other words, GTE was provisioning only those pairs that posed no problems (ie. no disturbers), which made their DSL life quite simple, but very frustrating for customers. To the CLECs went the spoils. If a customer was beyond the tariff limit, the line that fed was "there are no plans" to get them DSL. Whatever you can dig up would be appreciated.