Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: elmatador who wrote (10645)	3/3/2001 12:51:04 PM
From: Raymond Duray	Read Replies (1) \| Respond to of 12823

elmat, next we have to consider how much it would cost to the ILECs to dismatle all the poles, pull back the copper to sell it as scrap. Remove the roadside cabinets. In your dreams, brudda. <bg> I've seen the practices of the ILECs and I assure you, they abandon everything in situ. No need to think they will tear out anything. Just not defensible in a line item profit study. <w>

To: elmatador who wrote (10645)	3/12/2001 12:48:35 PM
From: RAT	Read Replies (1) \| Respond to of 12823

"Wireless and e-communications -- e-mail, e-commerce, and IP-voice -- could displace enough usage over time to have a major impact on usage-based ILEC voice revenues. Between now and 2005, 50% of existing ILEC revenue-generating voice usage may be lost" This is probably a bad way to ask this question - but if ILEC's are going to lose 50% of their voice generating revenue - does that mean that the consumers (people and businesses) will see their telecom charges go down by half? I would think not, but the question is how much of a benefit does a consumer see by changing over to other technologies? I would think that the findings have to assume two things - 1. the amount of time spent on voice calls goes down due to things like e-mail and 2. the cost per measureable unit of communication (minutes / bits) goes down. So how much is a reasonable decrease in telephone usage as a result of access to things like e-mail? How much cheaper is communication via VOIP than the current state? thanks to everyone for continuing to teach the new kid. RAT.