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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 (10944)	4/13/2001 8:44:14 AM
From: elmatador	Respond to of 12823

AT&T DSL plans get snagged in cable Message 15658665

To: MikeM54321 who wrote (10944)	4/13/2001 9:45:35 AM
From: Frank A. Coluccio	Respond to of 12823

Mike, your point about the rights of way are well taken. The power companies delivering electricity to residential properties _ and _ the municipal rights of way for condominium purposes will be to FTTH buildouts what the railroads and pipeline companies were to the long hauls. In some cases the last 300 feet might be the province of developers putting in new divisions, or landlords providing riser in MTUs. And in some cases homeowners in certain locales might elect to foot the bill for building out to the curb on their own. Any prospective national ftth builder would have to roll up those utility and muni condo rights of way, region by region, which would mean becoming "partners" with the utilities much like the railroads and pipelines have become in the WAN. This is more of a problem than the nationals faced due to the number of markets involved, being far greater than the number of negotiated national footprints owned by railroads and pipelines. Anyone who did this correctly would also most assuredly make provisions for wireless vantage points for cell sites to be colocated with their field stations along their row's, as well. National is extremely agressive. Regional would be more doable and far more likely to take place first. WINfirst comes to mind in most respects that are mentioned above. BTW, MFNX is not a one-pony act. Aside from their obvious merits I'd be watching their relationship with Verizon going forward. As you know, Verizon already has a substantial investment in MFN, both financially and operatinally, both domestically and internationally. FAC