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Technology Stocks : Bookham Technology -- Ignore unavailable to you. Want to Upgrade?

To: Frank A. Coluccio who wrote (299)	12/18/2003 3:34:36 PM
From: ownstock	Read Replies (2) \| Respond to of 376

Bigger Issue: FTTP presumes there is something to FTTP-for, and that thing or collection of things will pay off the overlay costs in a reasonable time period. Anyone got any ideas not already covered in spades by CATV and their already existing infrastructure? As far as I can tell, FTTP is a desperation play on the part of the aforementioned RBOCs, who hope they can compete product and service-wise with cable and satellite (a head to head me-too play), because the residential phone revenue base is very quickly going to cellular. To add to that threat, I am already seeing business drifting in that direction (cellular). -Own