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

To: Ray Jensen who wrote (1547)	7/8/1998 10:45:00 PM
From: Frank A. Coluccio	Read Replies (3) \| Respond to of 12823

Ray, if we continue on this way, people will say we're developing a business plan. <g> I agree with your strategic pointers, being selective, and all. You say: >there's usually no place to put a DLC system cabinet in those places!!< Last year I was walking down 4th Avenue near 78th Street in Bay Ridge, Brooklyn and saw this black jacketed multi-pair hanging out of the sky. My eyes followed it skyward, to find that it was dangling from a pedestal, make that a cabinet, which was mounted on a protected and railed pole stand about fifteen feet above the ground. Since then, I've seen several more, but these are all cross-boxes, apparently, within four to ten or eleven blocks from the CO which is on 77th Street and 3rd Avenue. Go figure. Yes, I would think that if Supra went to the trouble of enumerating the number of CO's they are interested in, they would most likely be the ones that are centered in densely populated areas. One would hope, in any event... Regards, rank

To: Ray Jensen who wrote (1547)	7/9/1998 11:47:00 PM
From: Daniel G. DeBusschere	Read Replies (1) \| Respond to of 12823

Ray-your point on DLC (Digital Loop Carrier) is well taken- I have tracked the local loop plant for a number of years and the reason I am not on the DSL band wagon is because of the existence of these DLCs. Your analogy to a "bottleneck" is perfect. I like V.90 analog and ISDN with increased bandwidth using multilink PPP connections for last mile connections that are easy to provision and use and have the massive number of installations. But I am definitely in the minority now; however, based on how the CLECs address the DLC Bottleneck issue, I may not be in the minority at some later date. Cable is the best technology for getting broadband in the last mile. I hope the AT&T / TCI merger works on this score.