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

To: Frank A. Coluccio who wrote (30976)	8/15/2009 3:07:48 AM
From: elmatador	Read Replies (1) \| Respond to of 46821

Always good to hear from you Frank. First we had the tentative to extent the life of the legacy medium. Use ADSL to transform a product that was sold at 5 bucks and make it return 20 bucks. The price performance of the air interface keeps getting better against copper loops that will cause more disconnects and copper loops stay in the ground (as I put 7 years ago while in Czech Republic) or today more likely pull it out of the ducts and manholes and ship to China as scrap metal. There were a lot of good engineers that understood copper and could help develop ADSL and put a concept in place. Pretty soon engineers that understand copper loops and know where it came from will go underground and there will be no experience in copper loops anymore. As you can see everything conspires against copper loops.

To: Frank A. Coluccio who wrote (30976)	8/15/2009 3:12:30 AM
From: elmatador	Read Replies (1) \| Respond to of 46821

Then there was the American invention CATV, again the extension of coaxial cable's life by mixing it with fiber. In countries where this is prevalent, it gives a lease of live to Cable Modems. In the vast majority - the 2.5 billion- they don't know what CATV is all about. By he time they get the RoW and are discussing the Unit Prices, the sites are being put on air and run away with the data and voice part of the money. I even think here that LU and NT bit the dust because they were mired in the North American view of how technology should be developed. While the wireless guys not having that 'memory' of a wired centered mindset focused on other possibilities.

To: Frank A. Coluccio who wrote (30976)	8/15/2009 3:33:27 AM
From: elmatador	Respond to of 46821

The telco will follow GM and will be taken over by the state. Even if Verizon and AT&T can overcome their “wireline problem”, says Mr Moffett, it will not go away. Most telecoms operators do not have a mobile business to fall back on. Fairpoint, a firm which took over some of Verizon’s landline business, is struggling. Hawaiian Telcom filed for bankruptcy in December, not least because it was losing landline customers at a rapid clip. Such a fate raises the question of what will happen to the industry’s huge unfunded pension liabilities. Taken together, the future obligations of AT&T and Verizon are as big as those of General Motors before its recent bankruptcy. If the telephone network in New York State were a stand-alone business, it would already be in bankruptcy. In recent years it has lost 40% of its landlines and revenues have dropped by more than 30%.