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

To: Frank A. Coluccio who wrote (9674)	12/12/2000 12:52:12 AM
From: axial	Read Replies (1) \| Respond to of 12823

Hi, Frank - Bingo! '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.' That is the point I have been trying to make. Foot-dragging is only a part of the strategy, which can be described roughly as... 1 - Hold on to that monopoly - the bridgehead at the CO! 2 - Waste the resources of the pretenders to the throne. 3 - When the time is right, reassert the dominance of the incumbents. Thank you. I have been staggering around like a drunken sailor, trying to make that point. The monopoly was never truly broken, and the incumbents have an endless variety of tricks, that will culminate in an impersonation of Lazarus. 'You will never be able to achieve the ideal, which is to access anyone, anywhere, with a big fat pipe that will do it all. Not unless the incumbents provide it: so what 'monopoly' is being eliminated?' Regards, Jim

To: Frank A. Coluccio who wrote (9674)	12/12/2000 1:07:43 AM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 12823

We have been talking about FTTH over on the Piffer OT thread for some time and one of our regulars happens to have it (turns out he is the guy that got the 15 millionth post on SI this evening). Anyway, here is part of our discussion. Message 14508288 Message 14617425 Message 14618022 Message 14619229

To: Frank A. Coluccio who wrote (9674)	12/12/2000 8:40:38 AM
From: MikeM54321	Respond to of 12823

"While they may be slow, they aren't altogether stupid. When they sense the tsunami headed their way, they will create a bigger wave." Frank- Exactly and 'not stupid' is an understatement. Stall and delay is 'brilliant.' Check out this chart of the recent telecom stock debacle to prove my point: siliconinvestor.com ...the incumbents move UP when everyone else is crushed. Brillant, right? The only thing IMO that will start that tsunami is for the FCC to kiss...blah, blah... You know what I'm going to say.<g> -MikeM(From Florida)