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

To: John Stichnoth who wrote (9141)	11/8/2000 10:41:56 PM
From: Frank A. Coluccio	Read Replies (3) \| 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." John, that's all true, and that's why I call it fiber "creep." Your comments would lead a lurker to conclude that I am saying that fiber to the home was imminent in all areas. It's not. There's plenty of time for it to creep there, as it is doing now. At some point in the not too distant future, a critical mass of envy will emerge when its benefits become clear, and that's when an avelanche of demand for it will occur. As we type, there is a new cable tv overbuild being placed in a NY City Borough where bums used to play, where there are already three other black coaxial cablecos in backyards and apartment risers. It's supposed to be another HFC system with voice and Internet access, and so on. Funny thing is, they're putting in multiple 432-stranders in the spine, and just as many at each branch point. This is not what I'd call a typical HFC system. I don't have to wonder too long before I can deduce why they are putting in all of this glass, when a couple of pairs to a dozen strands would normally suffice for an HFC backbone. Yes, I agree. A lot of stuff that is way inferior to fiber will get installed, and it will stay in the ground and in the air for a long time. In the meantime, fiber will continue its inexorable creep. If you look out of your window one night in about two years and see this squiggly thing with a beam of light shooting out the end of it, and it is attacking the side of your garage, don't say that I didn't warn you. _g_