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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 (11700)	7/6/2001 3:58:20 PM
From: RAT	Read Replies (2) \| Respond to of 12823

According to any analyst projections I have seen, broadband rollouts in total seem to be on track. I think the % attributed to DSL vs. Cable may be skewed (except under Paul Kagan's projections, because that company appears to be a strong proponent of cable), but total homes connected via broadband doesn't seems far off. Do you have projections that show BBND connections to homes as significantly behind expectations? If so, how far behind are they? Maybe OT - apologies if so... Now look at the list of companies that businessweek recongnizes as dead - streaming media companies and content creators. Why did they die? Simple, nobody cares about the content they have. Quokka has sail boat racing which gets, what a .1 share at best at 2 am on ESPN2? That is 90,000 homes out of a possible 100 million. And Zatso? do they produce 60 minutes? Until someone gets some real content, nobody will pay attention. Now the DRM companies. If one of them actually had a DRM product that would work, they would be alive and well. The DRM lifecycle is simple - build a copy protection system - a day later a group of people issue a crack. There are more loopholes in the "protection" of digital content than there are loopholes in the tax code. Take this example - a number of STB's I saw at NCTA included a firewire port. That is so granny can upload streaming video to the internet from her DV camera. Well, it also allows the owner to capture a full digital, DVD quality stream directly from the source and move it rapidly to a connected storage device, marking the end of retail DVD as we know it. Way OT - Maybe I can create Peer 2 Peer technology for these STB's, so I can have my 15 minutes of fame and absorb multiple lawsuits like Mr. Fanning did. So explain to me why Movie Producers are going to flock to send first run movies over this device, knowing that someone will press them into cheap DVD's sold over eBay at 1/5th the retail price. Napster and streaming sites? Never owned the rights to the content they pushed around. The lack of impetus to push these ideas is precisely what will stall the broadband roll out in the next 6 - 12 months, as more consumer applications are needed to attract the more consumer focused user. For now, being able to work more efficiently at home through a high speed connection is enough to keep me a broadband customer. I think the ILEC's get too much credit for their master plan of crashing the economy to kill competition and get cheaper gear for next generation networks. It isn't like they have been masters of execution of other strategic plans in the past. What makes us think a whole industry could execute this plan so flawlessly now? I'm not disagreeing with the outcome of the ILEC's execution, only with the root causes of these collapses focused on the ILEC's roll out of broadband. I'd like people's opinion of where slower DSL rollout falls on the deception / incompetence continuum. RT