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

To: Bill Pearson who wrote (7580)	7/13/2000 7:02:39 AM
From: MikeM54321	Read Replies (3) \| Respond to of 12823

Bill- The company referred to in your article has been brought up a couple of months ago. I even posted a question to George Gilder on his thread at that time. It just seemed like something he would be interested in reading, but I never did receive a reply. He may have answered but I don't follow his thread closely, so wouldn't know for certain. IMVHO, this technology, which apparently the magazine, "Inside Wall Street," is hyping, may be simple VDSL-souped up. That's even if it works. And from what I'm gathering, something seems to be happening with the telcos in regards to VDSL. That something being nothing. Which has been a recent topic here. Personally, I'm confused about what technology package they will deliver to compete with the MSOs. I used to think it was a slam dunk for VDSL, but now I'm not so certain. All new builds appear to favor FTTH. But that still leaves a billion copper pairs that can't do television. But even if they did TV, it still would be tough to compete with the coaxial pipe and direct broadcast satellite(DBS) for their many hundreds of channels availability. The broadcast model will have to be turned upside down before the twisted pair has value as a TV delivery pipe. By that time, it may be too late for the telcos. I really don't even have a guess right now. -MikeM(From Florida)