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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 (3897)	5/27/1999 7:52:00 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 12823

What % of P.A.'s 'empire' is currently one-way coax only? Two way HFC ?

To: MikeM54321 who wrote (3897)	5/27/1999 2:35:00 PM
From: lml	Read Replies (1) \| Respond to of 12823

FYI, T owns a significant position in Falcon as well as CTYA, which is to merge with ADLAC. Along with its investment in UMG, IMHO, it is a given that T will have a virtual monopoly of telephony over HFC in the Los Angeles area. This is what I meant when I stated that the final announcement on the T/UMG deal sent a chill down the copper pairs of PacBell/SBC. Falcon's system is just about a piece of junk, which is why Paul in paying only about $3,600 per subscriber. Here in LA it holds franchises in Malibu & some unincorporated areas of LA County near the Ventura County Line. Its franchises within the City of LA are few & about the size of 1/2 square mile - a small neighborhood. I've been told that one transmission facility in the Chatsworth area was set up in the attic of a someone's home just a few years ago until the lease was not renewed. Paul will have some major upgrading to do. This is why, under the clustering concept, the CTYA/ADLAC franchises in So. Calif are very attractive to Charter, & that with Charter going public in the near future, the financial wherewithal to satisfy Mr. Allen's appetite for cable will be in place for such an acquisition. JMO.