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Strategies & Market Trends : ahhaha's ahs -- Ignore unavailable to you. Want to Upgrade?

To: Ahda who wrote (487)	11/29/2000 9:05:24 PM
From: Frank A. Coluccio	Respond to of 24758

Facilities, rights of way and technologies are more fungible than one would ordinarily think, due to the prevailing overhang of how things have been for a long time. Go back to the days when Western Union chided that the telephone itself was merely a play thing that would never amount to anything, and that the costs to overlay their telegraph lines with a new overlay of telephone wires was prohibitive. Go back to the late Seventies when it appeared that Bell's natural monopoly over the long distance market made eminent sense to most, citing economies of scale, and other conventionally sagacious reasons. Go back to the early Nineties, when placing fibers in the streets and undergrounds of large urban centers (and the arteries leading to and from them) by independent fiber-optic cable companies was unheard of, and scoffed at with total irreverence, whenever they were proposed. Now companies like MFN and a growing list of regional dark fiber companies are not only selling fiber to the incumbents and partnering with them through lofty investments by the latter, but they are also supporting a never-ending list of second and third tier providers who are also providing services over those same fiber facilities, as well. Today power companies, new-age mavericks and some existing service providers are taking a long hard look at fiber to the residence and to other staging and signal launch points very close to the home. It's just a matter of time before fiber creep starts to penetrate with real numbers.