Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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

To: D. K. G. who wrote (12369)	3/3/2003 10:55:58 PM
From: Rob S.	Respond to of 12823

While fiber and other wired last mile equipment providers may be celebrating over the ruling, the reality of the situation is that most Bell and other carriers are ill disposed to go on a spending spree anytime soon. Most of them will be licking their wounds of gargantuan debts accumulated during by their stupid fart executives during the Internet and deregulation bubble. That amounted to a cataclysmic business catastrophe that won't be changed by allowing the Bells to hold onto their proprietary control of the last mile wired infrastructure. I think quite the opposite will happen over the next 2-four years: the Bells will use this gift of lowered competition to clean up their balance sheets rather than go on a spending spree for last mile infrastructure. This "'Last Mile" mentality of the telecomm operators defines the root of the problem now facing the industry: they visualized infrastructure from a top down rather than from a bottom's up demand perspective. The dumb farts were so entwined with the culture that demand was just a matter of proper marketing so if you concentrate primarily on the long lines infrastructure the problem of the last mile would somehow fall into place. Or they just didn't think. They should have started out defining it as the "First Mile". Because that is where the money flow originates. You can build all the capacity and content you want but if you can't pipe it effectively to the user the way they want it, then you are sunk. Another factor that is becoming apparent is that the connection to the home is not the complete answer. Wireless is not just another way to bridge the First Mile to data and phone services but it is a new mobile modality.