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

To: lml who wrote (7591)	7/13/2000 12:00:17 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

lml- Well your comments reflect almost exactly how I see VDSL playing out at this point in time. Except with one other addition-- I believe the broadcast TV model has to be altered substantially in order to fit the VDSL model. That means a LOT of pieces have to drop into place for VDSL to deliver true video services. Kind of what Frank has touched upon upstream. Who's going to lead that charge? The MSO don't want to because of their legacy equipment. The telcos don't because they don't know if it will work? So the telco's are in the position of not having anything in the CO's that can deliver TV over copper. So what equipment should the telco invest in during this paradigm shift in broadcast TV? A critical decision that is unclear at this point in time. So although I'm weary of reading about the VDSL-TV tests dressed up to look like VDSL-TV deployments, I can sort of see the telco's position regarding the delays. Let's keep our eyes out for ACTUAL VDSL-TV deployments. I would like to see one large incumbent telco make a full blown commitment to a TV delivery model, of the nature ATT did with cable plant telephony. Right or wrong, sometimes it's guts that count more than technology. And I have to say, I think the telcos will have to take a bigger risk than ATT has already taken with the cable plants. -MikeM(From Florida)

To: lml who wrote (7591)	7/13/2000 4:26:27 PM
From: Frank A. Coluccio	Read Replies (2) \| Respond to of 12823

lml, "My present opinion on VDSL is that the biggest obstacle is the additional cost to bring the fiber closer to the subscriber than efforts as manifested by SBC." One would think so, but this doesn't lend proper respect to the enormity of the problem of creating a back office and distribution system to support it. In the absence of head ends which use rf modulation and channel distribution, the twisted pair guys have no uniform means of modeling their architectures. Think about what it takes to do digital video distribution from a one of a kind platform (which, invariably, is what a VDSL delivery platform provider would face). Head ends are mass-produced, virtually. Digital Hosts keyed to video are not. This is the same problem, by the way, that would-be fiber-to-the-home (FTTH) providers who would send MPEG over 10 Gigabit Ethernet will face, until there is critical mass and consensus on how to do it, or until a large enough player comes along and steals the show. FWIW. FAC