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


To: ftth who wrote (5204)3/13/2002 5:37:38 AM
From: elmatador  Read Replies (1) | Respond to of 46821
 
That's the first part of the response, Frank. Let me hear your reply to the second part of my statement.



To: ftth who wrote (5204)3/13/2002 10:45:22 AM
From: elmatador  Read Replies (1) | Respond to of 46821
 
Quote: I suggest all of you readers check out the latest insanity from the FCC. The FCC appears to be ready to declare competition dead. It is pondering the idea of letting the RBOCs off the hook entirely. Cable modem competition is enough competition as far as they are concerned. Attention all of you computer companies hoping for the Federal government to subsidize broadband (100Mb/s to 100 million HHs by 2010), STOP smoking whatever it is you are smoking. You guys are like the flower children of the 1960s ("have the Pentagon use bake sales for bombers" sort of thing), good intentions but simply out of it, no grip on reality. Stop whining, figure out either how to sell to the RBOCs or try to take them down, but, please, God, stop being so stupid.

Allan Tumolillo, atumo@proberesearch.com
COO, USA, Probe Research

totaltele.com



To: ftth who wrote (5204)3/13/2002 10:46:40 AM
From: elmatador  Respond to of 46821
 
QUOTE: Anti-trust proceedings certainly would have a good, clean shot at toppling the RBOCs. One stumbling block, because the competitive telecom industry for close to 20 years had its collective heads up their collective asses (not a pretty picture) and didn't try anti-trust suits in the 1980s and early 1990s, is that the various states and the FCC seem to be saying that there is indeed competition. Just look at the stuff that Price Waterhouse Coopers just certified for Verizon's request to enter IX in Delaware (long distance in Delaware is surely an oxymoron). Each state certification seems to say that competition exists, is widespread, the RBOC is a good citizen and the RBOC should be let in - just makes the anti-trust case harder once government agencies say the opposite. I don't understand the analogy to the Interstate. The government owns the Interstates and permits very few competing interstates. State highways and local streets are all taxpayer funded and don't compete. Hence, if we want to create competitive markets, the government can't be doling out the money - go look at Defense contractors, a group of anti-competitive companies if there ever was one. If it's private capital and private ownership, then at best the government eases regulatory burdens on everyone and gets the assets deployed by allowing market forces to control. Anti-trust suits imply that one or more entities have distorted markets unfairly. Overregulation, while it may ensnarl the RBOCs, ensnarls the competitors since they get drawn into endless baloney about each and every rate, interconnection agreement, tariff, etc. That would be moving the game to being played on the telcos home ice so to speak, and we have seen how successful that strategy has been. There is the problem of government policy: if it wants something done, it usually pays for it - the moon mission, the interstate highways, nuclear weapons - and controls it. A policy without funding is mostly meaningless policy wonking.

Allan Tumolillo, atumo@proberesearch.com
COO, USA, Probe Research



To: ftth who wrote (5204)3/13/2002 10:47:50 AM
From: elmatador  Respond to of 46821
 
national policy to have 100M US HHs with 100Mbps access by 2010 is sheer lunacy.

QUOTE: The focus on anti-trust, if done intelligently, may bear fruit. The focus on whining to Congress to make it a national policy to have 100M US HHs with 100Mbps access by 2010 is sheer lunacy. Next the auto industry will ask Congress to make it national policy for each household to have eight 18-wheelers; followed by the power industry asking for a national policy of making each household install ten thousand 500-watt light bulbs to keep America “bright”. The agricultural industry might jump on board with the policy that it is every citizen's responsibility to gain 500 pounds, which would reinforce the apparel industry as the population goes ultra-wideband so to speak. A family of heifers weighing in at 500 pounds each would be able to put those 18-wheelers to good use. They could use 3G networks to find "all you can eat places," then go home and plop in front of twenty HDTV sets (another national policy gone awry) and watch Emirel or surf the Net for weird porno. Where would this stupidity end? Is this the way of national policy-making, trying to duplicate the “chicken in every pot” mantra from years gone by? This nonsense is completely self serving. One of the these policy wonks ought to think about what 100Mbps means, aside from a lot of overhead: a full motion video channel, uncompressed, is about 6Mbps. Just what applications are they talking about: teleportation? sex with holograms? Your cable guy can deliver 100+ channels to your home and we have yet to see the household that watches more than a few at one time. No wonder Bush didn't put this in the State of the Union; even Cheney would have had a heart attack laughing so hard. The industry makes itself look stupid asking for such nonsense. Better they should focus on anti-trust and how to foment demand.

Allan Tumolillo, atumo@proberesearch.com
COO, USA, Probe