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

To: MikeM54321 who wrote (8754)	10/4/2000 3:14:40 AM
From: elmatador	Read Replies (1) \| Respond to of 12823

Subscription was 79,00 and now 49,00 DM monthly Installation fee 100,00 DM (once) and charging for DSL Modem 12,00 DM monthly My pal from Munich passed me this info about his ADSL monthly charges.

To: MikeM54321 who wrote (8754)	10/4/2000 8:24:23 AM
From: justone	Read Replies (1) \| Respond to of 12823

Mike: Thanks for your SI cross references. My own feeling is that: 1. the network will DIVERGE, not converge, in technology, contra conventional opinion 2. the residential (and probably SOHO and enterprise) bill will CONVERGE This means, to me, that Mike Armstrong's view at ATT is the vision of the future: One company will provide to the residence: 1. local access for voice 2. local access for broadband data 3. local access for broadcast TV 4. network interactive TV services 5. network based VOD services (this may or may not happen- supplying VOD is largely a content business, and of course DVD's could be napsterized as well, but I think ATT, AOL and others will try for this business and claim they are offering it to 'protect' the network) 6. network (long distance) voice 7. network data and high bandwidth servers (what the ISP provides today) 8. wireless/mobile local voice By bundling all these into one company and one bill great economies of scale are achieved. By my previously posted analysis, using actual prices (mostly), you can save ~30% by bundling local voice, long distance, broadband data, and tv, and probably also by adding wireless as well. A 30% saving is pretty compelling, and having only one bill to deal with is a relief. Of course the same companies will also offer business services, which also improves efficiencies at the network level. Now if the 8 element model is true, we should look for AOL to buy a long distance company (SPRINT?) and a wireless company (?): any opinions? The large ILECs will try to get into long distance (ok, this is more than obvious, it's old old news), wireless (they are in it already), and TV. That is why they have to find some way to deliver broadcast TV to the house: satellite, anyone? DSL is fine for interactive TV, but I don't think it can handle the bandwidth, and have the coverage, for TV. So they will buy satellite TV companies, Complicating the picture somewhat is the FCC government mandates for: competition (cable AND wire, local number portability), security (or rather, insecurity for CALEA, and other agencies), and rural access. One can almost predict the acquisition schedules.