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

To: Enam Luf who wrote (8004)	8/14/2000 5:29:47 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 12823

Hello Enam, and Welcome to the Thread. A number of early FTTH deployments have used products made by a company called Optical Solutions, who appear at this time to be favorites of startups in the residential service sector. Although, I'm not sure that they are doing anything in the purely digital flavor of FTTH that would transcend what HFC designs deliver today, except that they make a larger capacity available for up- and downstream data access speeds of 100 Mb/s (Fast Ethernet) from the residence, I've read. Generally, they support the modulation of regular Cable TV RF signals over fiber, and demodulate those signals at the customer's premises. For more information on the topic, you might want to visit [and do a commensurate amount of diligence as you did here] the Frank Coluccio Technology Forums, which are at: Subject 30664 Subject 34780 Scattered throughout those two threads (including a couple of posts from yesterday) you will find an abundance of planned- and plausible- (although some would accuse them of being "stretched imagination-") design concepts, which are sometimes cross-presented here in LMT, as well. This is one of yesterday's posts on the subject: Message 14208644 Likewise for HDTV, although this topic has been discussed here in considerably more depth lately. "Given the much lower cost and bandwidth usage, my feeling is that HDTV will only be of consequence to the high end audio/videophiles." Some say that in order to get the HDTV to those high-end subscribers, the carriers first need to see a critical mass to deploy it in the first place. Which is to say, that if the high-end population doesn't constitute critical mass, then it wont deploy, at all. Could happen, especially with video over IP encroaching, slowly but surely, and threatening to (if not match the quality of HDTV, then to) be far more feature- and quality- rich in the future, than conventional HFC is today. Okay, these are only personal opinions of mine. <grin> FAC

To: Enam Luf who wrote (8004)	8/14/2000 6:45:37 PM
From: Raymond Duray	Read Replies (1) \| Respond to of 12823

Hi Enum, Welcome to the thread. You reviewed 1,000 posts? Yikes, you are a masochist.... <vbg> Re: Does anyone know who manufactures the opto-electric converters that would be required to utilize FTTH? Frank C. is more familiar than I am with Optical Solutions, so you should direct any questions regarding that company toward him. The Set Top Box players to pay attention to are Motorola (who recently bought General Instruments) and Scientific Atlanta. On the ASIC and chipset side, BRCM, MOT and CNXT are players to watch. Re: I've been reading a lot about how HDTVs high bandwidth requirements will pull demand for FTTH or FTTC, This, of course, is the classic "chicken or egg" question. Currently the chicken, HDTV, is selling for around 6 Big at my local Costco, with next to no programming available. The floor model has been on display for over a month and there have been no sales. OTOH, satellite dishes affording a digital signal to older NTSC TVs via digitally-enabled STBs are selling like hot cakes. Re: Any thoughts? Yeah, watch out for these bigots on the Dubya thread. Your discussion of Orthodox Jewry last February seems quite prescient at this time. As does Lieberman's comments last November on running on a mixed ticket as a VP candidate. That vision was of the Franken-Lieberman 2000 Comedy Party candidacy...... Mixing the reform and orthodox wings of the Jewish International Conspiracy.... poor RR, I don't think he thought it was funny... And a question for you... How do you see the PHCM-SWCM merger impacting CLAC? Best, Ray