Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Raymond Duray who wrote (7549)	7/10/2000 6:13:30 AM
From: lml	Read Replies (2) \| Respond to of 12823

Thanks Ray for pointing me to the Netwatcher article, which I hadn't seen, but the general substance of which I have been somewhat privy by maintaining a dialog with certain individuals involved in the Pronto rollout here is So. Cal. How does one get a copy of Netwatcher, such as the one you referenced, w/o subscribing to the newsletter? In response to your comments on VDSL, I, too, do not wish to engage in any bout here. Instead my comments were in response to your quick, rather cavalier conclusion "Re: Project Pronto - No VDSL offered," which entered into the discussion much in the fashion of a bull in a china shop, particularly with commentary such as "ain't gonna happen." I'm a little bit confused where you get the notion that "Nolle's contention . . is that VDSL is a T-1/T-3 killer." Are we reading the same newsletter, or did you see this elsewhere? If the latter, please point me to it? If the former, than IMHO you are reading way too much into the commentary by the author. FWIW, such a "killer" claim is what they said about DSL in contrast to T-1 and ISDN several years ago. Well, DSL is being deployed, and many attribute it to competition from the cable platform. Is competition in the video market enough to spur the telcos to do the same cannibalization to more broader band services? To the more aggressive telcos who wish to offer true bundled services to residential customers the answer IMHO is yes. Furthermore, today T-1/T-3 services is primarily a service offered to business establishments, which carry their own pricing structure separate and apart from residential broadband rates. All one has to do today is contact a CLEC for residential DSL service and realize how pricing is significantly less for the same service if delivered to a residential address instead of a business one. With respect to my reference to what I remember hearing on a conference call, I merely referenced it as it was one of the few times I actually heard VDSL mentioned officially by SBC. On most other occasions, it has been through personal, unofficial sources. Notwithstanding, when I heard the deployment schedule of year end 2000 mentioned on the call, I was incredulous, and even more so today. So, if there is one thing we agree on that "ain't gonna happen," it is VDSL deployment in Y2K, even on an experimental pilot basis. What I challenge is the view that any might hold that they are actually going to deploy VDSL in my lifetime. That's my point, Ray. You seem so convinced, as if everyone else here discussing this technology & eventual deployment is foolishly off base. I don't know what you imply by not in your "lifetime," but we will likely see VDSL deployed before the end of this decade, and I hope you are around to experience it.