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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 (11633)	6/27/2001 8:49:58 AM
From: Crossy	Read Replies (1) \| Respond to of 12823

Mike well, I see pretty much agreement btw. us two just the conclusion we derive from those facts is a tad different <g> Let me get some angle of my musings right that you might have taken up differently... -> I pointed out that the intent of the Act of 96 was not so much to speed up broadband deployment (or at least it just didn't do it)....the ACt as I see it is a pathway to a competitive broadband future And you responded -> But it didn't work. The local loop competitors have been, for all intents and purposes, killed. Now the Act only hinders broadband rollouts. Hinders ILECs and MSOs and even the LD players for that matter. 10,000 rules to keep them from just getting out there and betting the farm. They aren't going to bet the farm with so many in congress/FCC beating up on them constantly with a hickory switch. OK.. Seems I didn't make this too explicit: I believe that the act of 96 framework will be very valuable IN THE FUTURE. In the past it just didn't matter. Not the Act killed the CLECs but the interest rate hikes and a sudden change in the amount of risks that bondholders were willing to digest (credit spread). The Act doesn't hinder the ILECs at all. They can either have the MSOs eat their lunch or do it themselves. The Act is pretty meaningsless in the SHORTTERM I agree. But that's it - only in the short term. What I wanted from the FCC is a concise set of rulemakings not a patchwork and if more of it would have been unleashed in the beginning of the broadband expansion the path would be better comprehensible and better conductive to players' investment decisions. I believe the real set of rules for xDSL is now in place for 1 year or so. A tad late on behalf of your regulator. All CLECs are dead ? Not really. BLECs are still alive, new CLECs are forming and some old players are still there. Next time pls. : more equity, less debt, more stuff, less fluff, more fair value for money less coveted "free" stuff that ultimately isn't free at all (it doesn't really matter whether bondholders or customers are paying this bill IMHO) Take away the TA of 96 and you get a scenario for the future where broadband's limits will be again subject to the strategic "cage" of incumbents, this time "enriched" by the MSOs on top of the ILECs. I'll try to find stats on Europe but I can't promise this. Interestingly, it's easier for me to get aggregated US stats than from here around.. DSL equipment plays ? Well that sector was hit most. Too many players here IMHO. But some are quite ok, look at GSPN. They added an NPU (network processing engine) to their tools of the trade (they bought up an interesting startup last year) best wishes CROSSY

To: MikeM54321 who wrote (11633)	6/27/2001 9:25:13 AM
From: elmatador	Read Replies (1) \| Respond to of 12823

BT plans TV deals to hit back at cable By Richard Baum, Reuters 27 June 2001 British Telecommunications Plc is poised to offer combined telephone and television packages with ONdigital and Sky, industry sources said on Tuesday. The move will intensify its fightback against cable operators NTL Inc and Telewest Communications Plc, which have been winning customers by offering a telephone line and multi-channel TV for about the same price as a BT line alone. BT will offer special tariffs to ONdigital and Sky customers under a marketing arrangement between the companies, the sources said. Asked if BT planned such a deal, Pierre Danon, chief executive of its retail arm, told Reuters "to wait until July 11". The company planned an announcement to build on research showing a BT line plus an ONdigital or Sky subscription was cheaper than a cable package once call prices were taken into account, he said after a BT news conference. He refused to comment further, but industry sources said BT was close to signing deals with ONdigital, owned by Carlton Communications Plc and Granada Plc, and British Sky Broadcasting Group Plc. ONdigital, to be renamed ITV Digital next month, would not comment. A BSkyB spokesman said the firm always talks to BT but declined to comment further. BT, Britain's dominant fixed-line operator, has 21 million retail customers but has lost millions to the country's two cable operators. Telewest is luring customers with an entry level package costing 9.60 pounds ($13.60) for a telephone line and 11 digital TV channels, compared with 10 pounds ($14.15) for a BT line on its own. BT has commissioned research from auditors Deloitte & Touche that shows its phone bills are up to 24 percent cheaper overall than those of the cable companies and other operators, thanks to free call allowances in its BT Together and BT Talk Together packages. Deloitte has now produced figures showing the cost remains cheaper when an ONdigital or Sky subscription is added in. Danon was speaking after unveiling a new advertising campaign as part of BT's efforts to hang on to customers. The commercials feature a stadium of 500,000 simulated people representing a connected society, produced by the special effects team behind the Oscar-winning film Gladiator. Danon has been revamping BT's retail strategy since joining the company from Xerox Corp. last September.