Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Frank A. Coluccio who wrote (2616)	12/17/1998 4:26:00 PM
From: lml	Read Replies (1) \| Respond to of 12823

Frank or anyone: DSL Times 3 Just spoke with an ISDN/DSL representative @ PacBell today. According this individual there is technology available today to deliver DSL 3x the current maximum loop distance, & that PacBell would be upgrading its current DSL system to this technology in the near future. Assuming the current maximum distance of 15-18,000 ft, that would put me in DSL territory. Can any of you guys confirm this? Or perhaps have an idea what technology the rep was referring to? Cable Well, look what happened following my post regarding my local cableco. They're on the block. One day after the local rep told telling me that "Mr. Tow will never sell," & that cable rollout in Santa Moncia & Redondo Beach begins sometime 1999Q1. My guess is Paul Allen will consumate the deal. The wire also cites MediaOne as a possible suitor. But does that make sense given CTYA's JV with TCI@Home? MediaOne may have been cited simply because it owns the franchise in the southern portion of LA.

To: Frank A. Coluccio who wrote (2616)	12/18/1998 9:55:00 AM
From: WTC	Respond to of 12823

FON blundered into their original ION announcement so ineptly that they have totally forfeited their credibility with me until they demonstrate what they actually can and will do. <[D]o you think that they [FON] have trumped the fourth physical overlay option, and decided to do a physical buildout, and a logical buildout of the virtual unbundling type, at the same time? ;-) > If you believe their chief regulatory counsel who took his version of the ION story to the FCC the same day their Chairman announced ION plans, you have to totally discount the recently announced intention to build DSLAM capacity in 1000 COs now, growing to 1600 soon. The lawyer said and demonstrated with examples how that buildout would be impossibly uneconomic. (Remember this was back when FON was trying to get DSLAM slots and possibly the ATU-Cs as unbundled elements.) There has been no word from FON on what changes their underlying economics. My guess is that they indeed have a vision to buy unbundled loops and collocate DSLAMS, etc. over as broad a footprint as possible to deliver advanced services to business customers, putting them into immediate and direct competition with the likes of Covad, Northpoint, Rhythms, and several other emerging DLECs. They seem to be fixated on the idea that they can substitute a Sherwin-Williams "Cover-the-Earth" vision, never explained insofar as any credible detail in execution plans, for actually being in the market, struggling though the technical, marketing, and interconnection complexities, like their competitors are now doing. What have they shown that would best the other DLECs in the market? Do we really believe they are going to put ~$30k+ of DSLAM equipment in each of ~1000 relatively expensive CO collocation spaces (not all new collocation space, but some existing will need expansion) to try to sell and install a service that is still as vague as ION? I shall wait and see how they perform. At this point, they have earned little faith in their stated intentions alone.

To: Frank A. Coluccio who wrote (2616)	12/20/1998 7:22:00 PM
From: Curtis E. Bemis	Read Replies (1) \| Respond to of 12823

<more 100 day double stuff> Hi Frank-- Was reading one of your hometown newpapers today. Seems they seem to claim the big triple !! I know it to be a double from firsthand but, what can I say-- Actually, it was Nationsbanc Montgomery that said it, quoted. "IP data is growing by 1,000 percent per year, tripling every three months, and Cisco is the direct beneficiary of that," said Al Tobia, an analyst with Nationsbanc Montgomery Securities. "The service providers have to add more and more gear from companies like Cisco." Tobia has a strong buy recommendation on Cisco, with a 12-month target price of $100. "There is certainly money to be made," he said. Enjoy -- nytimes.com. Curt...