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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 (2201)	10/22/1998 8:44:00 AM
From: Frank A. Coluccio	Respond to of 12823

Mike, You note: >>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. << You're right. HFC is very compelling, and appears to me to be more so every passing day. I guess I'm getting acclimated. (smile) IMO, the trick is, on a perceptual level (and this may be wearing my own personal hang ups on my sleeve, but I don't think I'm alone here), to shed the image that black coax and rusty connectors have engrained in us over the years. These artifacts don't exist in the new HFCs like they did just 5 years ago. There will be a set of problems, however, in melding those older systems which take umpteen years to depreciate with the newer strain of product which are being implemented in widely distributed regions served by the same MSO. Newer fiber builds to the neighborhoods, enhanced by next gen transport capabilities, will have a profound impact on the future of "POTS" and other traditional services over the coming years, while opening up new possibilities. Agreed. I would, however, like to see more being done on the applications level engineering accommodations that would preclude the security risks and the contention bottlenecks that may ensue when multimedia apps begin to flourish over IP. Comments welcome... Regards, Frank Coluccio

To: MikeM54321 who wrote (2201)	10/22/1998 4:40:00 PM
From: DenverTechie	Respond to of 12823

Mike - as stated before, T and TW have been negotiating this deal for years. On the surface it makes worlds of sense. The devil is in the details. About once a year, the WSJ comes out with an article that says they are negotiating a deal for AT&T to use TW's cable lines for local calling services. Sure enough, the same article shows up a year later...still negotiating. Not that it might not happen this time, I'm just skeptical from their track record of not being able to do it.