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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (79001)	6/19/2001 4:31:39 PM
From: t2	Read Replies (2) \| Respond to of 99985

Watch what the FCC does and congress. Did you read what INTC's Grove said yesterday? He laid it out clearly. IMHO I believe the government is going to let the rebocs kill off the clecs. I just hope the government issues a mandated broadband percentage in a given time frame that the rebocs must abide by or face stiff fines that matter, more then joke fines they face now in regard to opening their system up. Interesting. There could be other factors. The RBOCs don't want to spend if they believe a faster alternative is on the way. Wireless broadband is expected to be fast once it gets rolling. 144kb modems early next year and that is expected to hit several Megabytes in the coming years..don't know the approximate timeframe. That is probably the big dilemma for the regional bells. They will probably ending up facing competition in any case from: 1. wireless 2. fixed wireless (which is very interesting) 3. satellite Of course there is already high speed cable that serves the consumers although it does not seem to be favored by corporate customers. The thing to note is that when data needs for wireless carriers increases, the solution to their problems is still going to be fiber optics land lines that connect the antennas. The RBOCs would have been rolling out more aggressively, if they were more confident that this would be the preferred broadband solution.....looking out several years in the future. The uncertainty is probably holding them back. --------------------------------------------------- In the meantime, watching to see further shakeout in the sector (particularly telecom equipment) and try to pick the winners..or maybe the losers as well---for the "short" trades.