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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 (7810)	7/31/2000 3:52:48 AM
From: wonk	Read Replies (2) \| Respond to of 12823

...We don't see incumbents rushing to split light beams into their constituent parts at the end points, and probably for some very good reasons, from their perspective.... You've commented in the past on WTC's seminal post on this subject. I share your opinion. Even though his post covered the technical, financial, operational and competitive uncertainties, coursing throughout was what you've just expressed - regulatory uncertainty. Just for reference here's his brilliant post again. Message 12561661 If there was no regulatory uncertainty, i.e., that a new build of FTTH or PON wouldn't be subject to the 96 Act and UNE status - the obvious strategy is one of "game over." Bite the bullet, build the future network today, and preempt or destroy the competition. Unfortunately, a successful execution of such a strategy would likely require the regulators to open the access. Catch-22 I believe that the first provider to deploy a fiber-based local loop recreates the natural monopoly, at least as defined by classical microeconomics. ww