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

To: Frank A. Coluccio who wrote (3900)	9/7/2001 8:38:31 AM
From: elmatador	Read Replies (1) \| Respond to of 46821

On BBDO and the next turn: elmat: Yes, spotted this contradiction too. The story is not well told, in my opinion. FRANK: You imply that this promises a similar fate for FTTX and Metro Loop Access, but you avoid addressing the failures, and in some cases, calamities, that befell Metricom, Winstar, Teligent, ARTT, and other wireless wannabes, many of whom had the same ideas as BBO with respect to one-stop-shopping. elmat: I said I'm still researching. (and that will pretty fast research) FRANK: Some of the latter were bona fide telecomms organizations, which is a distinction that I would not be too quick to bestow on many of the real estate-related ventures that have failed in BLECing, colocationing, and carrir-hoteling. elmat: Still researching this too. FRANK: If anything, ventures rolling out future services may well have have the benefit of these horror stories to remind them of the mistakes they should avoid. I'm fairly certain that most of their VC's and other backers will see to it that they do. elmat: Could you please elaborate on the mistakes that were made? For this is exactly what I'm trying to get at. Would be garteful. For it. From my side I will try to explain what I see as dangers on the FTTx and Metro Loop access. The Thread (and LMT too) has not given new shots at this very important issue (IMHO).