To: Rob S. who wrote (83162 ) 5/12/2002 8:40:51 AM From: Patrice Gigahurtz Read Replies (2) | Respond to Heres my gut feelings on the whole mess. DSL+Cable broadband could deliver acceptable audio/video content direct to the progressive scan home desktop. Most home computers of today are fast enough to handle the demands of broadband connection(s). So its the "content" that could be offered that could in theory drive sales of cable modems (set-tops, etc). But for the moment the financial after shock of the over investment during the boom years has put out of focus dreams of "content" for the masses via broadband. However, the bust in the telecoms opens up another investment "dream" for those with the vision to gobble up some currently weak telecoms that could in theory be a piece of the broadband+content pie, one of the companies is WCOM (of course). Surely their current price is attractive for a suitor wanting to offer "content" and own the back bone as well (I'm no expert in this so help me out). In my view, whats halted broadband is mostly a function of split revs amoung too many players in the current model of content+broadband. Too much "sharing" of different companies' backbone, cable, content, etc for the broadband+content model to work (profit wise). Wouldn't the current low prices for companies such as AOL and other soon make the dream, of a one stop shop vendor for broadband+content be more of a reality ?
