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

To: Frank A. Coluccio who wrote (9140)	11/8/2000 9:43:11 PM
From: John Stichnoth	Read Replies (1) \| Respond to of 12823

But, in the short and medium term, at least, it will be difficult for clecs to justify rolling out fiber into neighborhoods where they stand only to gain a portion of a fragmented market, as they'll have to compete against the incumbent "souped up" copper, cable and possibly fixed wireless. Oh, yeah, and Ka-band satellite. Where you can justify distributing cable if you foresee 50% acceptance by the houses passed, it's a lot harder to justify the investment if you foresee only 20% penetration. One conclusion, I think, it that DSL will have a longer, rather than shorter, life because of the time it will take for fiber to extend its reach into the DSL-capable neighborhoods.