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

To: MikeM54321 who wrote (10763)	3/23/2001 8:14:05 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 12823

Hi Mike, Could they possible expect FTTH or FTTB or FTTC to increase dramatically? If so, that's news to me as I have not run across any predictions showing strong growth in these area. From the article, I see that they also speak about China and Korea, which in itself might answer your question. Although I also think that it will soon be time for the next creep to extend closer to the residence in some domestic locales, as well, if not directly 'to' the residence. Some large cable systems, too, especially some of the earliest ones to be upgraded several years ago, will have to be re-blocked at some point. Maybe Denver can speak to this, but I think that there are still quite a few systems out there that are packed solid with hundreds, some of them thousands, of homes per branch. I think that a lot of this, however, will depend on usage profiles over the next year or two. It may also depend to a large extent on some other variables, such as the MSOs use policies. For example, those which govern flows (particularly in the upstream), and how they adapt to open access when the time hits. -- FAC