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

To: Peter Ecclesine who wrote (11798)	7/30/2001 2:00:01 PM
From: MikeM54321	Respond to of 12823

Peter- A couple of MSOs recently announced 15% yr/yr growth. Three things- telephony, digital TV, and Internet. A requirement of VOD is converting to digital TV first. I don't think VOD will be a threat to Blockbuster or NetFlix until VOD can offer decent content. IF MSOs can get access to content(a la NetFlix) and IF the HFC network can support the bandwidth requirements of discreetly streaming a typical Saturday night's worth of Blockbuster titles, THEN I don't believe anything can compete with it. But those are very big, "IFs." This AM the CEO of Charter pretty much said what I said above on CNBC. He didn't mention network capacity but that's an obvious problem today (per ftth's upstream comments). The main point I'm taking away from the MSO and their latest earnings release--They can grow their top line even in a position of having saturated the market in terms of number of subs. There is still a lot of room for growth. The downside is $30 billion in TOTAL annual revenues for USA MSOs is still a lot less than the $100 billion the ILECs play with. Therefore, there is less capex to play with. Nonetheless, glad to see Cisco still taking the HFC network very seriously (referring to a VPN company purchase they recently made). -MikeM(From Florida)