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

To: John Stichnoth who wrote (3474)	4/27/1999 5:06:00 PM
From: lml	Read Replies (4) \| Respond to of 12823

John: My thinking on this front is that IF the likes of SBC/PacBell are willing to go gang-busters in deploying DMT-DSL to the greatest extent possible, which requires a truck roll, why would it switch to splitterless g.lite in the middle of the ball game? The differential investment has already been made -- & deployed. At this point, SBC has already built into its DSL economic model the cost of the truck roll. They've got more trained personnel today than they did a year ago to provision DSL & install CPE at the subscriber end. They have "ramped-up" so to speak. They already got the trucks rolling & the support staff in place. Why would they want to go splitterless now? What advantages does G.lite truly represent when DMT is being extensively deployed? What would the telecos do with its DMT equipment? How do you think the subscriber who gets the full bandwidth of 1.5Mbps, or the premium 6Mbps gonna act when his provider moves to the slower/narrower G.lite bandwidth? I just believe the telecos are no longer thinking of truck roll costs in deploying the next generation of DSL. This may have been the thinking of some telecos a year ago, before DSL was available & CLECs were little to be seen & the environment was "more regulated" with an aversion to spend money "unnecessarily" to deliver a superior service. Today, the story is much different. Migration to G.lite, as this stage of the game, IMHO, would be a step backward. The telecos need to compete with the speeds offered by the CLECs & the cables in the residential market. IMHO, migration to G.lite is a loser. G.lite's day has come & gone before it even had a chance. JMO. Whether G.lite is the choice in less urbanized areas is another question. Truck rolls in less densely populated areas are obviously more expensive. But does a teleco want to operate both splitter & splitterless DSL across different COs? I dunno. Maybe the more knowledgable industry folk could comment. But I just don't seeing the telecos investing is separate technology just to deliver DSL to less urbanized areas.