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: lml who wrote (7582)	7/13/2000 7:25:38 AM
From: MikeM54321	Respond to of 12823

lml- Thanks for the rollup of what is happening in the US. It does reflect a lot of confusion about what is really happening today, and forecast for tomorrow. Which is exactly what I find as I read independent reports from various sources. It's nice that your article brings them all together, including the high and low estimates. I'm having trouble getting a true read on it overall. Especially the upgraded MSO plant status(two-way capable). That's the one that goes all over the map. Cable telephony is easy because you can follow what the few equipment providers say about it. DSL seems to be more consistent with their figures. With either HFC or DSL, I personally don't characterize it as being so slow to rollout. 2000 seems to be the watershed year for both technologies, and it should be expected to have a somewhat slow start. I think most believe DSL is slow because it was ready about six years ago. But that doesn't count because the telcos had zero motivation to roll it out. So the real timeline, IMVHO, started with ATT buying the cable plants. Taken in that perspective, these access technologies are rolling out quickly. Thanks. -MikeM(From Florida)