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

To: justone who wrote (9334)	11/27/2000 12:19:17 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

"Of course, there are also interesting problems of broadcast video and compatibility to solve for 10G- a major advantage [going] to HFC." justone, Frank, and ftth- Thanks very much for the HFC discussions. I especially enjoy the pro vs con type discussions. Regarding the excerpt above. I just did a related post that kind of blew me away. I'm not sure if anyone noticed it so I'll link to it again. __________________ Message 14849601 "The innovative optical access network will connect each home using a dedicated fiber optic cable and equipment with lasers to send and receive information using the Internet protocol (IP) and Fast Ethernet, a networking transmission standard that provides 100 megabits per second (Mbps) of symmetric bandwidth. Using that single optical link, WINfirst's customers will have more than enough capacity to simultaneously download a DVD movie, view a sporting event from a Web site, stream a digital home video to a relative over the Web and hold multiple phone calls." ___________________ Now the part that blew me away- This greenfield project is not only going to lay down a FTTH plant, BUT they are actually going to build in an HFC plant alongside it! Not being as technically capable as the professionals on this thread, I'm guessing it's simply because they don't want to fight legacy TV standards which are dominate all over the world. Can any of you tell me if this makes sense. Is the problems with delivering TV over fiber so great as to cause a greenfield fiber overbuilder to actually build a parallel HFC plant too?? Thanks. -MikeM(From Florida)

To: justone who wrote (9334)	11/28/2000 10:19:32 AM
From: justone	Read Replies (1) \| Respond to of 12823

Thread: Some new services made possible with integrated video and data. I suppose the real question is what f revenue will be obtained from such services. This, along with 'one bill', seems to me to be the big advantage of HFC/DOCSIS/PacketCable over DSL or 10G solutions. You can make more money for your infrastructure investment. zdii.com November 28, 2000 9:13am Wink and Comcast ink interactive TV deal By Anand Ablack, Special to ZDII Wink Communications Inc. (Nasdaq: WINK) and Comcast Cable Communications Inc. said Tuesday that they have signed a deal to include Wink's interactive TV services with the cable company's digital services. Shares of the Wink closed yesterday's session up 1.44 to 9.38. Comcast Corp. (Nasdaq: CMCSK), the parent of Comcast Cable, gained 0.81 to 38. The deal, which covers the delivery of Wink Enhanced Broadcasting and the use of the Wink Response Network, is expected to allow these interactive TV services to reach 1.5 million digital cable customers over the next three years. Financial terms of the deal were not disclosed. Wink's interactive services allow viewers to access program-related information, get product information from advertisers, and make purchases while watching an TV, through options available by remote control. The new deal greatly expands the reach of Wink's interactive services, which have been to cable and satellite viewers in the U.S. since June 1998. In other interactive TV news, Liberate Technologies (Nasdaq: LBRT) today announced the creation of a $50 million corporate venture fund dedicated to the development and funding of promising interactive TV companies. Liberate said that Two Way TV, an interactive gaming and enhanced TV company, will receive a $7 million investment from the fund. Deutsche Banc Alex. Brown analyst Peter Ausnit also initiated coverage of three enhanced TV companies. Gemstar International Group Ltd. (Nasdaq: GMST) were given a "strong buy" rating, while TiVo Inc. (Nasdaq: TIVO) and Wink Communications were initiated with a "market perform" rating. Ausnit had already covered Liberate among others.