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

To: Hiram Walker who wrote (3929)	5/30/1999 3:54:00 AM
From: E. Davies	Respond to of 12823

The freaken sky is the limit now boys. It would be spectacular for HLIT if this new architecture was economical wouldnt it. I also think it would be huge for ATHM as well. Cable modem with a handle on the bandwith sharing problem is undeniably unstoppable. Nothing else will come close. It would be only one small step conceptually from there to fiber to the curb. Just take the "micro-nodes" down to 1 home instead of 50. Of course these things are always harder than they sound and that is why I turn to this thread. What problems might there be with a "micro-node" architecture? What are the real costs involved in upgrading to HFC? Is it stringing the wires themselves? electronics for the optics? switching equiptment? electronics for the coax? What about even mundane things like do they have places to locate these "micro-nodes"? While each micro-node would serve 50 homes I assume you could have one physical location support many micro-nodes, but you still have to put them somewhere. Fill me in-- you guys know way more than I do about this. Eric