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Technology Stocks : The *NEW* Frank Coluccio Technology Forum -- Ignore unavailable to you. Want to Upgrade?


To: James Fulop who wrote (920)10/2/2000 9:27:52 PM
From: aladin  Read Replies (1) | Respond to of 46821
 
James,

Maybe its not imminent, but there are new generation providers who are looking at new ways to provision residential services.

For example: carolinabroadband.com

These folks are looking at a traditional HFC plant, but provisioned for substantially lower oversubscription compared to current cable services or DSL.

They are also looking at fiber to the home.

I would like to point out that NTT's last big bet was on broadband ISDN. Not any big failure, but no great success either. Technological changes defy the centralized planning model the Japanese favor (although a fiber rich infrastructure should prove out long-term). Competition in the local market will drive change.

John



To: James Fulop who wrote (920)10/4/2000 7:45:38 PM
From: Frank A. Coluccio  Respond to of 46821
 
James, the author of the uplinked, copied message speaks in sometimes mystical terms. Paradigmatic simplicity, indeed. I'll have to listen to Simon Cao's Telecosm speech, and then try to find what question this author was replying to [where? in the Gilder Forum?] when she provided this response, before I could guess for sure <s> what he is driving at. How does one educate a photon in its discreet form? Let me count the ways...

Speaking of Cao:

avanex.com