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

To: axial who wrote (9673)	12/12/2000 12:18:37 AM
From: Frank A. Coluccio	Read Replies (3) \| Respond to of 12823

Hi Jim, re: "Perhaps when we all have FTTH, with XbE and VOIP, the incumbents will be displaced." Don't be surprised if you see the incumbents taking these measures, first. They are already into each of the areas you cited, albeit in a limited, toe-testing way, right now. While they may be slow, they aren't altogether stupid. When they sense the tsunami headed their way, they will create a bigger wave. Many of the ILECs already have backbone fiber deployed in their feeder networks, waiting for the signal to launch an offensive. Again: As in the contest between the cablecos and the telcos, it's an ongoing game of chicken to see who will blink first. And, in that manner they each, in a perverse kind of way, cooperate with each other so as to avoid making very large expenditures before the end user threshold for pain warrants it. All IHMO, of course. FAC

To: axial who wrote (9673)	12/12/2000 8:11:36 AM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

"But when you pick up your phone, using HFC, to call Peoria, or to fax Hawaii, or Poland, you will not be bypassing that switching/addressing monopoly, you will be reinforcing it." Jim- No we won't be reinforcing it. For example, by using the HFC network for local telephony access, you by-pass the incumbents monopolized twisted pair. The traffic gets passed around, throughout the MSO metro area until it hits the master headend and then takes a ride onto the IXC network completely avoiding the ILECs. Don't ask me for details because I don't know them. But I think I have the correct 'general' idea. -MikeM(From Florida)