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

To: elmatador who wrote (30974)	8/14/2009 11:47:41 PM
From: Frank A. Coluccio	Read Replies (3) \| Respond to of 46821

Hi Elmat. I see you're still beating the drums over the perceived rise in wireline disconnects. This is one of the all-time great editorial fillers for journos in between substantive scoops. Too bad it's mostly nonsense. Tell me something. What are all those squiggly things hanging off poles that birds often perch themselves on with funny-sounding names like U-Verse, FiOS, and DOCSIS1.1/3.0? Would you say that the number of these odd remnants of backyard appointments that generally mar the aesthetics of a neighborhood are on the decline or on the rise? The point is, there is no overall shift from wireline to wireless taking place, but rather an increase in the number of end users opting for dual-modality by employing both wireless and wireline forms of connectivity. Concurrently, however, I'll grant you that there 'is' a shift away from TDM-based POTS both in wireline _and _ wireless, to IP-over-Ethernet based (and to a lesser extent ATM/GPON, which support IP as well) alternatives, not only for Internet access but in support of voice and video as well. In the process, an escalating number of disconnects of "older", obsolete forms of copper wireline loops may be undergoing disconnects, but only in those cases where newer forms of wireline, such as fiber or upgraded HFC coaxial systems (and, unfortunately, re-engineered copper loops outfitted with ADSL2, VDSL, etc), are taking their place. I think that it's fair to predict that, with the purported rise in the use of femto- and pico- cells in residences in order to offset a part of the service provider's wireless backhaul burdens, we're likely to see the wireless domain becoming more dependent on wireline services before long, rather than an ascendancy of wireless all alone. What do you think? FAC ------