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

To: Frank A. Coluccio who wrote (7609)	7/13/2000 11:20:20 PM
From: lml	Read Replies (2) \| Respond to of 12823

In other words, it may already be too late for them to profitably use the two- or three- stage "fiber creep" approach any more. Their next move, IMO, should be to bite the bullet and take it home. In order to come to this conclusion one must have a better handle on the economics of deploying VDSL v. FTTH. I honestly don't have that handle. At this point, to me its just a debate, and an opportunity to learn from others who hold different POVs & possess more insight into these matters than I do. An interesting exercise here would be to perform a "back of the napkin" analysis of the economics of VDSL v. FTTH. What are the pros & cons of each? How will timing of deployment impact expected ROI over the long term? I think this is precisely the exercise that strategists employed by the ILECs have undertaken over the past couple years. As far your viewpoint, "bringing on home" the fiber, I'm all for it. When do we start? PS. From an investor standpoint, the uncertainty as to what various telcos will do, and when, IMHO, makes them a less attractive investment. I think we're on the verge of some additional consolidation. Who will own BLS in a year? What will become of FON (Sprint)? Is Q going to make another move? IMHO, how incumbent networks evolve will be influenced by future consolidation in the industry, and infusion of capital from "other sources." What role will fixed wireless play in the telco effort to offer broadcast video as a "bundled" service? We live in interesting times.