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

To: MikeM54321 who wrote (9381)	12/1/2000 2:17:40 AM
From: elmatador	Read Replies (1) \| Respond to of 12823

re: "cableco vs the ILECs high-speed data battle." Mike you have a superior understanding about the battle ILECs vs cableco than I do. What I know about it is: The idea was that telcos would say no one is making money with telephony, lets do multimedia. Cablecos would say no one is making money with TV lets carry telephony. Cablecos cannot go for the sweet spot 400Kbit/s and compete with Leased Lines as ADSL CLECS tried. Their plant was meant to distribute entertainment and do not run accross business areas. Cablecos are much better positioned than ADSL to supply fast Internet because they already have a node out there where fiber meets coax. ADSL's idea was to shoot out of the CO straight into the home. Only recently they realized that they have to extend the DSLAM out to the network's fringes. On the downside, who consumes more TV is the lower income people (in Europe). HFC networks targets heavily the areas where lower income people live, but fast Internet is meant for higher income people. In a worldwide scale: Telephony's attractiveness is because it has not yet been deflated. Telephony was just recently been liberalized, privatized. It is an industry which have not passed the lower price to the customers. It was forced to do it only when the US forced tariff rebalancing, and Call Back operators started eating into telcos revenues. As soon as anyone starts selling dial tone, telcos come down on then and kill then. Just note what happened with WLL telephony DECT standard here in Europe. BT killed Ionica and still have the major share of the dial tone market. DT also have the lions share of dial tone market. Do you remember those special padlocks people would put on their phones? Yes, to avoid people using them! I can recall 25 years ago a Ministry of Communications saying: "Telephone is not for housewives exchange cook recipes!" This is the world telcos come from. Telcos -as we know them (A cable vault, a switch, a transmission room, an MDF and batteries and rectifiers for back up)- have their days numbered. One day we will remember AT&T as we do with PanAm and Braniff. Jets were introduced for the jet-set. As air travel become widespread, the companies that have flown the jet-set disappeared. Telcos will disappear as well. What do you think about a company which has "Telegraph" in its name? AT&T does.