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

To: Frank A. Coluccio who wrote (11909)	9/20/2001 2:10:51 AM
From: elmatador	Read Replies (4) \| Respond to of 12823

This is the way it is going to play in the next five years. 2001 second half the cool off starts to become visible and admitted. GSM reaches saturation in developed markets, only in developing countries new markets to extend footprint. 2002 negative outlook. 3G touted but not happening. GPRS does not reach expectation. Consolidation of telcos. Telcos run our of selling of non core assets: ex. directories business, small foreign owned operations. Wireless LANs start being established as credible kick off of 3G. Telcos try to sell local loop now that copper plant have only five years of economic life remaining.. GSM footprint extension reaches its maximum in developing countries. 2003 return to positive growth 0% to 5%. Dark fiber laid during bubble years start being lit. WLANs kicks off full-blown deployment. Local loop gets no interest. 3G starts deployment. 2004 return to historical level of 10% to 12% growth. Starts replacement of SDH/SONET technologies. Additional dark fiber being lit. 3G deployments speed up. 2005 Telecoms growth outpaces historical 10-12%. PSTN, having reached technical obsolescence starts being replaced. Low use fixed line users ported to mobile networks for low costs of administration. Copper local loop reaches technical obsolescence. 3G deployment in fullblown everywhere in the world.

To: Frank A. Coluccio who wrote (11909)	9/20/2001 2:26:23 AM
From: elmatador	Respond to of 12823

Italy mulls splitting off fixed-line network By Reuters staff 19 September 2001 Italy is studying plans to split its fixed-line telephone network away from Telecom Italia and create a separate company open to new shareholders, the communications minister said on Tuesday. "That is one of the roads we are studying," Minister Maurizio Gasparri told reporters outside parliament, confirming what a ministry source had earlier told Reuters. "We need to discuss it with the operators, but it is definitely an objective. We need to take into account the market and share price movements, however," Gasparri said. The ministry source said earlier that separating the network from former monopoly Telecom Italia would see the creation of a new company. "The ministry is evaluating the separation of the fixed network of Telecom Italia and is studying the possibility that ownership of this new company could be open to other shareholders," he said. "The government hasn't decided anything, but it is an idea that is being worked on by the Ministry of Telecommunications with a medium to long term view," the source added. Telecom Italia, which was taken over by a consortium led by cables-maker Pirelli in July, is the sole owner of the network and rents out space to its competitors, who have complained about the high cost of line rental. The source also said that any plans for splitting off the network would have to take into account recent share performance - Telecom Italia's share price has fallen sharply since the Pirelli takeover and in the wake of recent market turmoil. As well as owning the network and providing assorted fixed-line telecommunications services, Telecom Italia is the main shareholder in TIM, Italy's leading mobile network. COMMENTS: Now that telcos know that local loop is not good for much in the future they want a sucker to buy the obsolete stuff.