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

To: Frank A. Coluccio who wrote (1172)	10/27/2000 6:39:50 PM
From: A.L. Reagan	Respond to of 46821

An issue that the providers of such networks must be on the lookout for, given their exclusive entry at this time while developers are still in the building process, is "open access" in all of its present and still-evolving forms. Yep, that ol' legislation-enabled churn rate bugaboo. Thus I can believe the 90% initial take-up rate, but doubt it's a sustaining customer lock. Excellent article on Bush and Gore. Thank you for sharing. It's not easy to make money forever and ever as the owner of the cable plant, unless ya got friends in the right places. And "open access" of the kind apparently being made a condition of the AOL/TWX merger strikes me as much more of a threat to the incumbent than open access to the neighborhood or building by a competing fiber or cable layer. But the new subdivision guys at least have a much better shot coming out of the blocks than our friends Dumb, Dumber and Dense, who are tripping over each other digging up existing neighborhoods and downtowns.