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To: lnkennedy who wrote (3303)	12/3/1998 10:51:00 AM
From: Frank A. Coluccio	Respond to of 29970

lnk, >>...as if T were not looking ahead with a plan to go total telephony, last mile or video. Is there evidence that T is that shortsighted?.<< If I left you with that impression, I must apologize, for T will certainly endeavor in those spaces. At the same time, however, how aggressive can we expect T to be in allowing video distribution over IP by end users and SPs, say, if the latter may at some point compete with the core TV delivery products of the TCOMA component? See some of my other posts re: cannibalization, here in this thread. >>If so then can this not be cured by continued build out? I tend to see a continuing race for the hardware to stay ahead of demand while balancing the fact that to much build out ahead of the demand curve will only result in idle and obsolete capacity being employed. ...or unemployed as the case may be.<< Sure, it is possible to build out, but in some ways unless a basic architectural shift takes place in their delivery schemes (shared media, being the most egregious... I know, I know, this is starting to sound repetitive), then it may result in throwing good money after bad, to use another cliche, with diminishing returns for every dollar spent. The very term, "best effort," leaves me very uncomfortable when I have data that has to be delivered to me, or that must get out the door. The basic problem stems from the lack of adequate segmentation or partitioning, which can be achieved either through physical or virtual means... (please don't start me on what virtual means... I'm late for an appointment), even by way of spectrum manipulation a la Terayon, although I will stop short of making any recommendations about this co one way or the other. Or by deploying more field hardware that would serve as high speed concentration points with dedicated links to each unit. The switched digital video or SDV model was once thought to be the answer to do this, although I am not endorsing this model exactly either, but something like it could fit the bill. The point that I have been trying to make, however, is that I feel that the providers actually know what many of the improved (I dare not use the term ultimate) last mile solutions are, but they are at the same time unsure of what consequences might ensue if they deploy them. To do so would extend the payback period, granted, but how else would it possibly affect their businesses? That's the question. Comments and corrections are always welcome. Regards,