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

To: MikeM54321 who wrote (1847)	8/7/1998 10:28:00 AM
From: Kenneth E. Phillipps	Read Replies (2) \| Respond to of 12823

Mike - Re the Wall Street Journal Article - If you have PointCast, you can read the article under WSJ - Editors Choices. Ken

To: MikeM54321 who wrote (1847)	10/22/1998 8:23:00 AM
From: MikeM54321	Read Replies (2) \| Respond to of 12823

From my August 7th post: "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." From today's news: "AT&T (T) and Time Warner (TWX) are negotiating a deal to give Ma Bell access to Time Warner's cable network for local calling services, the Wall Street Journal reported." Thread, Looks like HFC is a very compelling Last Mile solution. I think we all knew the above was coming (AT&T / Time Warner deal). There appears to be a lot of money already being spent on the cable plant upgrades to two-way HFC. If this deal goes through, it will really put another major stamp of approval for HFC. It'll be interesting to see if they can work out the details. MikeM(From Florida)