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Technology Stocks : The *NEW* Frank Coluccio Technology Forum -- Ignore unavailable to you. Want to Upgrade?

To: iod_sherwood who wrote (3510)	7/29/2001 7:49:38 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 46821

Thanks, Iod. A basic smell test tells me that the Isle of Man deployment is a pilot, a work in progress. BT states as much, in not so many words, citing that they are slating deployments of 3G throughout some of their other territories in 2003. This network reminds me of the Bell Atlantic ADSL Trial conducted in the first quarter of 1995 in Dover Township NJ. In that trial BEL wired 2000 homes with DSL and successfully demonstrated the ability to support home shopping, information access (denial or ignorance of what was taking place around them prevented BEL from citing "Internet access" at that time, still), interactive advertising, cable & TV. Oh, and I shouldn't forget, voice. Projections by BEL, as evidenced by Ray Smith's StarGazer Initiative shortly after this trial, cited deploying DSL within two to three years. And here we are, six and a half years later, with DSL only now being rolled out on a fairly ubiquitous basis, at this time. connectivity was achieved in a successful manner, but video quality was decidedly inadequate at the speeds of the day (1.5 Mb/s downstream), as evaluated on a subjective basis. With all due respect, like the Dover Township Trial, the Isle of Man pilot is, IMO, a science project, a series of laboratory experiments for platform tweaking purposes. At best, at this time, being a single location deployment, it can only be regarded as a one-hand-clapping exercise, since a call from IoM cannot be met with a like set of service elsewhere. Of course, 3G may unfold just as BT predicts. But if BT is equally prone to the adaptation cycles and pressures that other players have had to endure while rolling out other last mile platforms, the odds are that things might drag on for quite some time for them, too. And it's very likely that by the time 2003-04 rolls along, some of the features and services that they are now planning (in 2001) may become yesterday's technology, anachronisms, by then. Like circuit-switched voice over cable systems will be in another year or so when they are finally rolled out, just about the time when VoIP over cable finally proves in. BTW, what is the data rate that support the Isle of Man's 3G data and video services? Would you happen to know? And thanks for the analyst link. I've bookmarked it for future use. smile