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

To: Hiram Walker who wrote (1846)	8/7/1998 8:17:00 AM
From: MikeM54321	Read Replies (2) \| Respond to of 12823

Thread, Thanks for all the links that were posted recently. I have some reading to catch up with. But I don't believe anyone caught the front page story on the Wall Street Journal. It was yesterday's paper. The story was on page 1, far right column. Very compelling argument for why COX is having success in voice over cable penetration. Plus, the article mentions what I consider one of the most promising situations for a lot of infrastructure expenditures, the AT&T-TCI deal. I forgot the figure (I think I posted it earlier), but T spends billions and billions on lease fees paid to local carriers. It makes perfect sense for T to spend a one-time expense of billions to upgrade TCI's cable network. Then they don't have to pay anymore access fees to those customers they reach with their coaxial cable network. The article is titled, "In Southern California, Cox Communications Rattles a Baby Bell." Wish I could post the article, but I'm not sure how to retrieve it online. MikeM(From Florida) PS Hiram, IMHO the 21st Century article makes no sense. Of course 21st Century would run their phone service over copper because they are building their network from, "scratch." It costs them nothing to drag a tiny twisted copper pair along. But this has nothing to do with the existing coaxial cable network in the United States. There is no twisted pair strung with the coaxial. It's not a good comparison at all. If cable TV or long distance carriers want local access, then they have to use the coaxial or pay LECs to lease the twisted pair. To avoid this is exactly why voice over cable is being developed and in use today. I believe the article totally misses the MAIN point.