SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : WCOM -- Ignore unavailable to you. Want to Upgrade?


To: telecomguy who wrote (10529)6/7/2002 1:05:00 PM
From: tejek  Respond to of 11568
 
Anyway, even in the best case scenario, Fixed Line is a dead business...there will be zero growth (actually i am sure it will be negative. The only reason why there was very limited line growth in the past decade was because of the extra POTS line needed for all those dial-up internet cutomers....
Wireless will replace large chunk of wired phones OVER TIME.


If wireless wants to take over, it best improve the quality of its phones, its access to long distance lines and the quality of that service, provide stand alone voice mail coverage and solve the need to recharge. When and if that happens, wireless may replace a large chunk of hard wired lines. Otherwise, you're whistling Dixie.

so WCOM is abandoning the growth market to a dead market -- go figure.

It seems you're far more clever than WCOM. You might want to call and give them your thoughts.

ted



To: telecomguy who wrote (10529)6/7/2002 1:14:10 PM
From: BEEF JERKEY  Respond to of 11568
 
I would agree with you if there were any evidence to support you theory.

Fact is cell sales are currently flat and now mostly on a replacement basis only. I have a cell and I don't see them as the panacea you seem to.

Just yesterday the FON wireless unit indicated lower than predicted sales. Apparently once they asked for a deposit sales fell. Doesn't seem as if they are attracting the highest quality customers.

Why lose the hard wire phone in your house? Cells have been around for a while now but as far as I know everyone I'm aquatinted with still has a traditional residential phone. Possibly over the next 20 years or so this may change - but even then not necessarily.



To: telecomguy who wrote (10529)6/7/2002 1:33:53 PM
From: Ed Zhao  Read Replies (1) | Respond to of 11568
 
I maybe wrong but I believe the current wireless infurstructure is by far short of capacity to take over wireline. Wireless is still very costing compare to the wireline. The unlimited free usage is subsidized by business users that need to use the phone during the day. If one really think in 5-10 years, wireless will take over wireline, one'd better load up NT right now at this fire sale price.

Besides, who wants to call your 70 year old mom after 9 PM?