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

To: axial who wrote (7818)	7/30/2000 6:04:35 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

"(Late edit - Boiled down, the argument is that the present structure, including STBs, will be vastly different in 5 years)" Jim- Hey something we can ALL probably agree with!<g> But...I say more like eight to ten years. Remember, I'm the old legacy fan-- "Once something is built, it always seems to last at least double than most estimates indicate to be it's obsolescence." Hey, maybe Mike's Law?<vbg> I did read over your all your comments and I certainly can't argue your view(and that of ftth and Frank) that FTTH is certainly the future. As a matter of fact, that seems to be a universal conclusion here on the LMT. BUT we all differ(which makes this thread so interesting) on how we are going to get there. In following some of your other comments, I see lots of products coming down the pipe(so to speak) that bring the Internet to the STB, hence TV. Next week I'm switching MSO's to test a new system that is only a step away from that architecture. At least that is what I'm lead to believe. I'll let you know. I'm sure it's mostly hype at this point, but we'll see. -MikeM(From Florida)

To: axial who wrote (7818)	7/30/2000 9:58:11 PM
From: Frank A. Coluccio	Read Replies (3) \| Respond to of 12823

Jim, Cost, bandwidth and availability are crucial factors to be sure, but they pale collectively in comparison to the obstacles presented by consumer mind-share as users look up to the incumbents for solutions, and of course, the obstacles presented by those same vested interests (both dsl providers and cable operators who in reality know better) who will not give FTTH and emerging wireless solutions the right time of day. And this is partially the case due to price-performance assumptions made five years ago when the future was a shopping basket attached to a quadraphonic speaker system that no one ever used. Oh... and telecommuting, despite the fact that this service is discouraged today on most systems if users require sending large data files upstream, or where symmetrical line characteristics are needed for collaborative applications like video conferencing. And that's okay, too, for the utilities are coming. The utilities are coming. And they will bring with them wireless and fiber, while they showcase some great wholesale pricing schemes for the incumbent service providers, and their newly arrived competitors, alike, to choose from. FAC