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

To: elmatador who wrote (9573)	12/8/2000 8:40:45 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 12823

Elamat, this one's for you. Two weeks ago we received a notice at our place of business from Prism REDConnect, a <once-?> subsidiary of ComDisco and our DSL provider, that they were coming to our office to disconnect our line. I later found out that it was due to insufficient funding on their part. But at the time I thought that it was in connection with our move from Broadway on the Bull, to the South Street Seaport area. When I learned on Monday of this week that they had actually come to remove their device, on schedule, and came to learn what the actual reason was, I thought of you immediately. FAC

To: elmatador who wrote (9573)	12/8/2000 9:36:34 AM
From: MikeM54321	Respond to of 12823

"Certainly the statistics and forecasts are glowing. DSL lines tripled to 2 million in 2000 and are projected to grow 50% annually to 10 million by 2004. The problem for ISPs is that making money from DSL isn't nearly as clear." elmatador- I didn't get it? Where in the article did it prove that incumbents aren't making money off DSL? Here's my extremely simplistic back of the napkin estimates. 2,000,000 subs x $40/month x 12 months = $960,000,000 Pretty close to a billion dollars a year. This could pay for a lot of infrastructure(amortized of course). Don't forget there are 200,000,000 local twisted pairs in North America(BTW 1,000,000,000 loops worldwide). Of course they don't all need DSL, but what a target market to shoot at. If the telcos need to make more money off DSL then IMO too bad the builders of the new twisted pair data pipes have to allow ISP open access. For the same reasons I think it should be hands off the cable pipe, it should be hands off the twisted pair pipe too. The entire $40/month should go to the copper owners and then it would be off to the races for DSL rollouts. Unfortunately, as you point out, the incumbents have taken the totally opposite tactic and are slowing down MSO rollouts, and crushing CLECs instead of figuring out ways to speed up their DSL rollouts. Now that round one is going to the incumbents(CLECs being crushed), what do you think will be the incumbents next move? They have to figure out some way to stop the cablecos from collecting the consumer(and some business) broadband fees. Don't forget the 700,000 local phone subs the incumbents lost to the cablecos too. I don't think their forced access push is going to work. Especially in light of the crushed market caps of the cablecos. So what will the incumbents do next? Thanks. -MikeM(From Florida)