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

To: axial who wrote (18235)	12/6/2006 10:52:27 AM
From: aladin	Read Replies (1) \| Respond to of 46821

Jim, The sense of my posts recently is to poke some fun at "Web 2.0" thinking. If this self-centric view ("Gee, isn't Google amazing?"; "Wow, look at all the fibre we're lighting up!") draws the interest of western readers, how will they like the discovery that they're doing "Web 3.X" across the Pacific? Don't be so quick to discount market forces and lack of Government direction. The first push at 'broadband access' was with ISDN and what did that get the Japanese? There were dozens of articles in all the trade rags for years about the supposed advantages the Japanese were getting, but essentially they got nothing for it and saddled NTT with substantial debt overhead. Y!BB Softbank offers incredible service at a low price, same with NTT and in South Korea, but I have seen no evidence that any of these entities are making any money from these broadband services. It seems subsidised at the moment. Are you suggesting we compete by offering services below cost - lest we fall behind? I know its popular here to blame everything on ILEC's and MSO's, but I fail to see how Time Warner can increase its speed offerings by a 10x while cutting its charges by half - which is what it would take to be equivalent. And lets not even discuss the density issues... John