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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: Scrapps who wrote (17852)	12/2/1998 1:44:00 PM
From: Moonray	Read Replies (2) \| Respond to of 22053

Thanx Scrapps. The very bold line you forgot to highlight: The use of cable modems alone will not provide this justification. For consumers, it may come down to who would you rather fight with, the telephone company or the cable company.<g> o~~~ O

To: Scrapps who wrote (17852)	12/2/1998 4:48:00 PM
From: John Curtis	Read Replies (1) \| Respond to of 22053

Scrapps: That's an interesting set of articles you present, just chocked full of info. But one has only to wander over to the Bell Atlantic web-site; bellatlantic.com and visit the residence(or business) subsections. I council you to take a look at their deployment schedule for the next year or so. As a percentage of their total entrenched base it looks small, but you'll notice the markets they're going after......I believe cream skimming is a term that applies here. And this is as it should be when rolling out a new technology at the local loop levels. You can worry about the oulying areas later, but you damn well better cover your core business markets post haste or your CLEC competition(remember MCI WCOM and their UUNET division as just ONE example) will begin eating your lunch in those same area. The Cable Industry ain't a threat there. But this argument of cable vs copper is kind'a sort'a at "crossed purposes" ain't it? How so you may ask? Well.....I'd be willing to bet that cable supports a large percentage of the LEC residential domain, yet has a miniscule business market share. So if the LEC's attack the high margin business sector first.....well.....scooping up a reduced section of the residencial market would still be icing on the cake, eh? At least this is my outsiders perspective on Bell Atlantic's web-site provided information. So let's seeeee.....CPQ announces xDSL technology will become standard equipment on their PC's starting in 2000. LEC's begin betraying an aggressive(by their standards) rollout schedule.....not to mention the entrenched costs yet to be incurred by cable to provide local/LD voice be it circuit switched or IP style....Hmmmmm.....my bet is on ADSL to survive and prosper longer term.... Now about wireless......heh! Regards! John~