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

To: elmatador who wrote (11523)	6/21/2001 2:45:44 PM
From: MikeM54321	Read Replies (2) \| Respond to of 12823

"I don't think it[ADSL] was available for me until late last year, about the same time RoadRunner became available." elmatador- Ahhh. But you forget the major difference between then(100% ILEC data domination) and now(cableco data competition). If not for MSOs, I would be in complete agreement with you. -MikeM(From Florida)

To: elmatador who wrote (11523)	6/21/2001 3:13:04 PM
From: Crossy	Read Replies (1) \| Respond to of 12823

Elmat, while I concur that ILECs and European PTTs might have an intrninsic predisposition AGAINST xDSL in general and towards CLECs in particular, let me come up with some SIGNFICANT differences of ISDN and xDSL, that IMHO are going to shape the future "value" and pace of deployment of this family of technology.. 1) ISDN was a (circuit) switched service, xDSL has many elements of dedicated services, in most of the implemnatations it's always on 2) ISDN was handled thru the CO switch (with the execption of IDSL). xDSL is "routed away" from the CO switch by means of the DSLAM. This means that in the past my data calls (thru ISDN) blocked the access lines in the CO. xDSL connections wouldn't any longer (courtesy: W. Goralski: ADSL & DSL) 3) ISDN as a switched service was billed by the minute. xDSL is usually billed FLAT FEE in the US and it's getting available in Europe too. I bet you are using a flat fee service, too. 4) I see ISDN as unattractive to the USER but xDSL as "unattractive" to the telephone operator (PTT or ILEC). What's more important ? In a monopoly world it would be the same (ISDN wouldn't make it because the lack of demand, xDSL wouldn't have made it because of lack of supply) - BUT this is no longer. As MikeM correctly states, cable modem alternatives force the incumbents out of their self dug-up hole. This is strategically important in so far as it doesn't matter anymore what the incumbent wants. They have to react or even residential dial tone might slowly fade away to the MSOs 5) Next, even if some DSL CLECs are having a hard time there's always the bankruptcy court and after the requisite proceedings the services MAY go on.. 5) The "future" depends on the segment you have in mind: DATA/VOICE. While Voice has a convenience factor for wireless for most local calls, even for LD voice I would never use my cellphone - becuase it's way more expensive. I feel it particularly funny that you seem to favour mobile-wireless even for BROADBAND. It has the same horrendous costs than many of the elaborate LMDS fixed wireless schemes and the expensive UK and germany auctions merely filled the governments coffers. The CURRENTLY available DATA services for cellular are ridiculous: 14.4kbit/s - that's stone age. And yes, EDGE or GPRS could up the ante a tad and give me ISDN like data connections, both suffer a major disadvantage for an "info-junkie" like me: both have METERED ACCESS PLANS and given the costs of the spectrum auctions I doubt this would ever change. Don'T guys like you understand that there is a huge demand for an UNMETERED DATA service and most don't care a tad whether it's wireless or not ? If you really think that I would be inclined to beef up my service bill for fast DATA 10 times then well - dream on.. rgrds CROSSY