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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 (10954)	4/15/2001 10:56:01 PM
From: Rob S.	Read Replies (2) \| Respond to of 12823

Because cable and DSL is neither cheap or proven. Up to recently the FCC thought that the DSL and cable guys, (reminds me of the movie), would be able to cover almost every home in America. But since experience has shown that there are serious problems deploying it and it is not nearly as profitable as once thought. The problem is that both cable and DSL turn out to be more labor intensive than thought. And this is despite good strides that have been made to increase reach and decrease truck rolls. OFDM systems will prove to be the first "plug and play" system available. Another reason is profit. The reason so many DSL providers have wound up on the ropes is because DSL revenue is split between them and the local exchange carriers. This also causes a primary bone of customer dissatisfaction: the DSL provider is dependent on the LEC doing their part before they can provide service. With OFDM and other FBW the provider gets to keep all of the revenue and there is not the dependence on the actions of a third party mucking up the works. The cable guys have things a bit different because the provider of BB is typically the cable company. But they are still prone to limitations that you soon won't find with WBB: cable users share bandwidth with X number of users on the same line feed. I suppose you can keep adding trunk lines or fiber trunk lines but that will take continued new investments. I have AT&T cable @home and it works pretty well . . except for when everyone else is on the line. Then it slows down but still not bad. But the cable is prone to routine outages due to upgrades or maintenance. You would think that these butt-crack cable guys would send an email alert or something, but I suspect that they derive some crude entertainment out of making my experience unpleasant. Cable, DSL and wireless will all have a share of the BB market. It certainly is not a sure thing but I think there is a good chance that FBBW will exceed cable an DSL market share within ten years.