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: MikeM54321 who wrote (7592)	7/13/2000 12:17:46 PM
From: lml	Read Replies (1) \| Respond to of 12823

Mike, in response to your comments . . . MSOs The MSOs are essentially irrelevant to VDSL deployment. It is clear that they are entrenched in HFC. Why on earth would they ever consider VDSL? Remember, VDSL, like DSL is copper pair based, meaning the critical factor in deployment is having existing copper pair access to the home. This is something the telcos would never relinquish, and are loathe to replace. Telcos VDSL does work. What? USW's experiment in Scottsdale wasn't working? VDSL does work, at least on a small scale, and at the fringe of the network. The challenge may exist in the backhaul to the CO where much legacy equipment exists and various networks on different platforms exist. IMHO, VDSL deployment is an issue primarily one of economics. Economics/Market Penetration One topic I failed to cover in my previous post is your concern on how the telecos will compete on the VDSL platform against cable & DBS. The answer is simple: convergence. The critical issue is whether the telcos can deliver a competitive video broadcast platform and CONVERGE such service seamlessly into the other networks that it offers, or will offer through IADs located out in the neighborhoods. Actual Deployments As I stated in my previous posts, I don't think you're gonna see what you're looking for (actual deployment) in the near term. You might read some blurbs about small, controlled pilot rollouts in a very select neighborhoods. But I don't expect to read anything regarding REAL, ACTUAL deployments of VDSL for at least two years. The present focus right now is making DSL as ubiquitous as possible. The next phase is delivering VoDSL and SVCs to the neighborhoods. But, as I see it, the telcos wouldn't necessarily be devoting such large amounts of capital if they didn't think that video broadcast could be delivered over copper. If they didn't, we instead would be seeing, IMHO, broad push to FTTH right now, and the fact is we ain't.