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

To: zbyslaw owczarczyk who wrote (8647)	9/29/2000 7:51:45 AM
From: MikeM54321	Read Replies (3) \| Respond to of 12823

"And you won't pay five dollars [for a movie], you won't pay 50 cents. You'll pay 10 cents and it will return itself." ZO and Thread- Music to my ears. You set me up with this one.<vbg> I'm wondering if Pearse Flynn was making a political statement or a technology statement? My guess was it was a technology statement that inadvertantly came out as political. "Alcatel recently gave guidance for 4.5 - 6 million DSL lines this year" ZO- 2.6 million deployed DSL lines are projected in USA at year end 2000. Say another .6 million in Korea...maybe another million plus total in all of Asia. So that brings it to say 4 million DSL lines in Asia and USA. I'm afraid I'm drawing a blank on European DSL stats projected. I'm of the opinion it's about 1 million(but I could be wrong). So a wild guess as to the worldwide total estimated DSL lines at year end 2000 would be 5 million lines deployed. So does Alcatel have 100% of worldwide DSL lines deployed? I don't think so. My guess is the figure Alcatel released is for "possible" lines. In other words they shipped cabinets with the capability of doing 4.5 to 6 million lines once they are fully loaded with line cards. But of course they never ship fully loaded. As the SP signs on their DSL subs, they start filling the cabinets with line cards as needed. Can you verify exactly what 4.5 to 6 million DSL lines mean? I'm very curious myself. All my figures are rough guesses off the top of my head. Thanks. -MikeM(From Florida)

To: zbyslaw owczarczyk who wrote (8647)	9/30/2000 12:12:03 PM
From: elmatador	Read Replies (1) \| Respond to of 12823

Ofending the intelligence of the Americans: "European model of delivering content over traditional phone networks using DSL connections – a simple form of delivery that doesn't require any new wiring to go from house to house or building to building – is taking off in earnest and companies that don't understand the new paradigm are going to slip off the side." FACT Nr. 1: BT's ADSL still months away, despite hype BTopenworld launched its ADSL (asymmetric digital subscriber line) internet service for small and medium-sized business customers today, but users could be waiting months before they can actually use it. According to BTopenworld, unprecedented demand for its always-on high-speed access service will mean customers may have to wait up to three months before installation is completed. FACT Nr. 2 ADSL is supposed to end the World Wide Wait - but will it ever arrive? BT (quote: BT) has delayed ADSL roll out for a fourth time -- this time to August or possibly September -- claiming it needs more people to test the service. It will come as a shock to consumers looking forward to broadband services at the end of this month. While business services are still on target for launch this week, consumers will have to wait another month for equivalent offerings. According to a spokesman for BT OpenWorld the telco is putting the blame on ISPs. "They say ISPs haven't supplied enough triallists," he said. "It is disappointing for all ISPs." FACT Nr. 3" Global Crossing and Worldcom, two of the largest companies set to introduce high-speed internet access in Britain, have abandoned their plans amid mounting criticism of the government regulator. Both US telecommunications groups had been expected to lead the drive to bring broadband internet to homes and offices across the country - in direct competition with British Telecommunications..." Europe is not a good example of unbundling, ADSL deployment or fast Internet. Period.