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


To: ftth who wrote (928)10/2/2000 11:54:51 PM
From: Frank A. Coluccio  Read Replies (1) | Respond to of 46821
 
re: the numerous FTTH articles of late, including the uplinked...
Message 14498969

IMO, it's beyond the drizzle and flurry stage at this point. Get set for a blizzard in another year or so. And I think that we'll see a Fiber-to-the-Home venture announcement soon, and it will probably be a large regional one, if not several. Maybe even national. It's not only the service provider segment. It's the whole supply chain that is new and different. It's going to be good.

These points are made more profound against a backdrop of increasing dissatisfaction with both DSL and cable modem services. Just check the boards to see what I mean. Even on boards that are focused expressly on some of these services, the bulls are even complaining about down time and sluggishness.

Like a quote that I read in Isenberg's Smart Letter, recently:

"Where there's a will, there's a right of way."

FAC



To: ftth who wrote (928)10/3/2000 8:33:45 PM
From: MikeM54321  Read Replies (2) | Respond to of 46821
 
"Now, it’s five years until FTTH is deployed frequently, but not ubiquitously. What will drive FTTH is when HFC runs out of steam,” he says."

Thread- HFC run out of steam? IMO they may be waiting a very long time. If Lightwire(ATT's advanced HFC network design) can do 64 mbps downstream, it'll be quite a few years before that'll be obselete. -MikeM(From Florida)