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

To: ftth who wrote (947)	10/4/2000 7:29:53 AM
From: MikeM54321	Read Replies (1) \| Respond to of 46821

"Lightwire probably wont even make economic sense at that time since all its proprietary components will have far less "economies of scale" cost benefits, and it’s per-subscriber capabilities may not look very attractive either." ftth and Frank- I agree with what you both say about FTTH vs. current "broadband" technologies. BUT most any new technology has to be incrementally rolled out and it has to take advantage of legacy equipment. CM and DSL are perfect in this respect. FTTH doesn't do this and that's a big problem when the SP is up against the $40/month subscription wall(which I'm assuming will go down, not up). ____________ Side Note: We've been posting some significant figures about DSL subscriber fees in Germany on the LMT. ____________ I think(but am not certain) you both are of the opinion that ADSL and CM are going to be growing for the next five years or so. Therefore strictly from an investment viewpoint, it makes sense to invest in these albeit ill-named "broadband" technologies. Beyond five years, probably more like eight, I heartily agree with the FTTH model. I enjoy our occasional discussions about FTTH versus cheaper alternatives. It keeps my thinking open and forces me to closely monitor DSL, CM, and FTTH stats. If FTTH comes on stronger than I expect, I have to be ready to do some heavy duty re-adjustment of my investment portfolio. AND you clearly point out a wall-of-worry scenario that the market powers could easily use to create downdrafts in xDSL, CM, and xMDS investments almost at will. Thanks. -MikeM(From Florida)