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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 (7598)	7/13/2000 4:51:20 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

"Kennard appears to be inclined to first let market forces carry out his policies. But at the same time he has been explicit that if the market does not perform, he will bring to bear the Congressional authority vested in his agency to compel changes he set forth as a component of national policy." lml- Now this may be something to focus on. The way I see it, what can Kennard do? He has made it clear what he wants and no one is playing. If all the players in the TV world, sit patiently and listen to Kennard bark out their future, they nod their heads, then go back and do nothing. What is Kennard to do? Shut down the TV stations. That would make him very popular with voters, opps I meant viewers.<g> He can keep slapping them on the wrists, but where is this going to take it? All I know is that GTE comes in a tears up the neighborhood and builds their own two-way cable plant with cable modem availability. Next thing I know, Time Warner's trucks roll in and upgrade to HFC with cable modem availability. Then I see my neighbor putting up a DirectTV dish. Next thing I know, Time Warner starts offering digital boxes and channels. Bingo- GTE follows. So that is how it went in my little world. But beyond this tiny little corner, what is going to drive digital TV? IMHO, the only competitive threat out there is 10 million DirectTV homes. If it wasn't for that, I seriously doubt there would be 3 million homes that can get digital TV via a cable plant. But DirectTV may have reached a climax. If so, then what will drive the NAB and MSO to do digital? Of course there is VOD. But that's been DOA more times than I can even guess at in the last 10 or 15 years. So currently I'm at a loss as to what will turn not only the US 70 million cable homes to digital, but what about the other 100 million or so cable homes around the world? From what I've been reading, no one has a clue. -MikeM(From Florida)