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Strategies & Market Trends : ahhaha's ahs -- Ignore unavailable to you. Want to Upgrade?

To: KailuaBoy who wrote (258)	10/16/2000 2:11:44 PM
From: ahhaha	Read Replies (2) \| Respond to of 24758

The question that no one has asked is, what is X-band? I created the term in order to show that AOL, for example, doesn't need broadband per se, because broadband is model dependent transmission. By that I mean what we term broadband is HFC. In several years HFC will be eclipsed by another model. When you "run the couplings" up to fiber speed you get some various technological regimes in between. One of these has been labeled "ultraband", for example. These scales seem to occur at order, at 10x previous throughput, which implies the next "X" is at 10 mbps. This X transcends what HFC can deliver practically. In light of this consideration it isn't clear that AOL or anyone should lock themselves into HFC broadband. The problem for AOL is that if HFC continues to develop they are forced to engage some kind of response. The next true model, FTTH, won't be ready for some time. If ATHM can get enough market share and be positioned to transition to the new model, then they will force AOL to terms. That won't happen if ATHM persists in trying to hold together two positive charges. @Home must become ISP of ISPs in order to force AOL to agree to terms and the @Home distribution network must be positioned to take advantage of distribution of FTTH networks held by say, RBOCs. That's problematic to say the least given Att's controlling ownership. Thus ATHM is structured to fail on all these fronts and it is this that has any CEO handcuffed. However, I have the the way out of this quagmire, or should I call it, Knot of Gordia.