Technology Stocks | LAST MILE TECHNOLOGIES - Let's Discuss Them Here


Previous 10 | Next 10 
To: Frank A. Coluccio who wrote (10934)4/12/2001 11:23:20 AM
From: elmatador   of 12814
 
A Bell win is a consumer loss.

It is bad for the overall state of the US economy. It is bad to the tech sector.

Had it been good we wouldn't have had the break up of Ma bell!

How about all the niceties embodied into the Teleocm Act of 1996?

Should someone have said this to Winstar et caterva. Now it is too late. The monye has already been lost.

Monopolies are bad and that's why the US want to clip the wings of MSFT.

Lex Column of the FT
news.ft.com 

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)

To: elmatador who wrote (10937)4/12/2001 11:28:33 AM
From: Frank A. Coluccio   of 12814
 
Ma Bell never "broke up," as you say. They simply reorganized through a process of multiple cell divisions and took the next eleven years to draft the Telecom Act of 96 from different vantage points throughout the states. In this way each of the alleged spin-outs could better address their local markets' regulatory agencies, without presenting the specter of a confederacy. So what if the center of gravity from an equities perspective didn't follow. It's the cultural aspect that influences the perpetuation of monopolistic acceptance and tolerance that counts.

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)

To: Warren Gates who started this subject4/12/2001 12:28:13 PM
From: Frank A. Coluccio   of 12814
 
High-speed modem's flaw can let hackers in
Thursday, April 12, 2001

THE ASSOCIATED PRESS

WASHINGTON -- A popular brand of high-speed modem has a flaw that could allow hackers to take control of a computer user's Internet connection or cut it, security experts said yesterday.

The flaw, which can be exploited through a virus, could threaten hundreds of thousands of small business and home users around the world whose computers are equipped with the modem, manufactured by Alcatel.

A hacker could shut down a user's connection or take control of many of the modems to flood a Web site with messages, similar to attacks that shut down CNN.com, eBay and other popular Web sites last year.

Alcatel said in a statement it does not plan to update the modem's software. The company advised its users to install protective software to overcome the flaw.

"To date, we know of no instances where any Speed Touch modem user has been compromised due to the reported vulnerabilities," Alcatel spokesman Jay Fausch said in the statement.

"For people that believe that their home computer is secure, that's not a true statement," said Marty Lindner of the CERT Coordination Center, a network security group funded by the Defense Department.

Tsutomu Shimomura and Tom Perrine of the San Diego Supercomputer Center discovered the problems in Alcatel Speed Touch Home DSL modems. The modems provide high-speed Internet service -- called Asynchronous Digital Subscriber Line or ADSL -- through traditional phone lines.

"These flaws can allow an intruder to take complete control of the device, including changing its configuration, uploading new (modem software) and disrupting the communications between the telephone central office providing ADSL service and the device," Shimomura wrote in a report.

Shimomura, best known for tracking down and capturing computer outlaw Kevin Mitnick, found the problem while testing his own Alcatel modem.

"We don't know of any good solutions right now," Shimomura said in an interview. "Alcatel really needs to put out some code to fix this."

About 2.5 million DSL connections are in use in the United States, according to market research firm TeleChoice.

Alcatel shipped over 600,000 DSL modems during the fourth quarter of 2000 and claims nearly 35 percent market share.

Some Southwestern Bell and Pacific Bell DSL customers use Alcatel's modems, according to customers writing at the DSLReports.com Web site. Neither phone company responded to calls for comment. Verizon does not use the Alcatel modems, a company spokesman said.

Alcatel, a French company, is aware of the problem and advises users on its Web site to download personal fire-wall software that protects against hacker attacks.

The company put an advisory on its Web site that shows how to change the modem's security settings, but the procedure involves detailed instructions that may be too difficult for many home users.

Lindner said he's skeptical of Alcatel's advice that a fire-wall program will protect users.

Share Recommend | Keep | Reply | Mark as Last Read

To: Frank A. Coluccio who wrote (10938)4/12/2001 1:29:25 PM
From: MikeM54321   of 12814
 
"Ma Bell never "broke up," as you say."

Frank- Right because they have killed their competition. BUT if they did have clear competition, then we would have considered them "broken up." IMO, it was a correct first step, but after that the 96 Telecom Act failed MISERABLY.

As far as line sharing, I'm so discouraged about what happened that I'm not even bothering to learn or track any details. My guess is the ILECs will win that one too. It's like trying to kill a giant with a pea-shooter.

My hope is the line sharing static will stop and the FCC will come out in strong support of the cable plant AND broadband fixed wireless. Now these networks could be the giant slayers. -MikeM(From Florida)

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)

To: MikeM54321 who wrote (10940)4/12/2001 1:34:08 PM
From: Frank A. Coluccio   of 12814
 
Maybe so, but the solutions you alluded to have their own inherent constraints, unless some real bottlenecking breakthroughs emerge. Which probably translates to the cm camp having to undergo another round of upgrades, bringing fiber closer to smaller clusters of users, before long. This is not something that they want to do for obvious capital related reasons. Wireless remains a wildcard, and one is left to wonder if they can get the necessary funding to move forward in any significant way.

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)

To: Frank A. Coluccio who wrote (10941)4/12/2001 4:06:51 PM
From: MikeM54321   of 12814
 
"Which probably translates to the cm camp having to undergo another round of upgrades, bringing fiber closer to smaller clusters of users, before long."

Frank- Absolutely. And that is the beauty of the cable plant(twisted pair plant too). The upgrades can be done incrementally. Incremental is a key word as revenues of some $30 billion per year keep rolling in to the MSO (and $100 billion for twisted pair players) while capex takes place. That is why the MSO could go toe to toe with the ILECs. With the CLECs, it starts at $zero (and may end at $zero).

Speaking of this, IMO there is no way FTTH will ever work unless it's an ILEC or MSO that rolls it out. No business model can support the costs of rolling it out starting at $zero revenues. I just see FTTH getting further and further out there. Especially after this recent CLEC debacle. You may be able to point out a few companies doing it, but nothing of any significance(please correct me if I'm wrong). -MikeM(From Florida)

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)

To: MikeM54321 who wrote (10942)4/12/2001 4:21:30 PM
From: Frank A. Coluccio   of 12814
 
Mike, the same argument you used for FTTH could have been used against Qwest, MFNX and others whose futures are, imo, viable. They, too, began with zeros, and through a business plan and other customary startup rituals they obtained the necessary funding to lay down billions of dollars worth of plant that is now productive and generating revenues.

I don't agree with your reasoning here. Just as important as the funding aspect is that of not having a viable digital tv platform in place, and an industry infrastructure to support it. I view this as equally problematic to the funding part, because if the 'other' industry-related infrastructure components did exist (and here I'm referring to a uniform delivery system and standards to support mass production, and hence declining price points) then someone might have already jumped on the opportunity to build fiber to the home on a national scale by now. As it stands now, the term 'ftth' is merely a catch-all phrase to describe an architecture that has fiber in it. But it doesn't connote a specification by any means. There is no uniform and widely accepted reference model for it yet. And like you implied, where it does work it's only in spotted deployments, at best. FAC

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)

To: Frank A. Coluccio who wrote (10943)4/13/2001 8:02:04 AM
From: MikeM54321   of 12814
 
"the same argument you used for FTTH could have been used against Qwest, MFNX and others whose futures are, imo, viable."

Frank- Good point about $0 revenue starts BUT the big difference with Qwest, Enron, Williams, etc. is the free real estate. Railroad and gas pipe right of ways made the $0 revenue startups viable from day one. Without that my guess is they may have gone the way of Viatel (VYTL):

biz.yahoo.com 
Viatel to miss payments, auditors question survival

Or they may be heading for Global TeleSystems (GTS) or Carrier 1 (CONE) valuation levels. And I'm not holding my breath waiting for MFNX to bounce back.

Anyway the above is just some off the top of my head comments about the incredible difficulty start-up SPs face as they go against the entrenched players. Something I had failed to understand going into this telecom massacre. -MikeM(From Florida)

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (2)

To: MikeM54321 who wrote (10944)4/13/2001 8:44:14 AM
From: elmatador   of 12814
 
AT&T DSL plans get snagged in cable
Message 15658665

Share Recommend | Keep | Reply | Mark as Last Read

To: MikeM54321 who wrote (10944)4/13/2001 9:45:35 AM
From: Frank A. Coluccio   of 12814
 
Mike, your point about the rights of way are well taken. The power companies delivering electricity to residential properties _ and _ the municipal rights of way for condominium purposes will be to FTTH buildouts what the railroads and pipeline companies were to the long hauls. In some cases the last 300 feet might be the province of developers putting in new divisions, or landlords providing riser in MTUs. And in some cases homeowners in certain locales might elect to foot the bill for building out to the curb on their own.

Any prospective national ftth builder would have to roll up those utility and muni condo rights of way, region by region, which would mean becoming "partners" with the utilities much like the railroads and pipelines have become in the WAN. This is more of a problem than the nationals faced due to the number of markets involved, being far greater than the number of negotiated national footprints owned by railroads and pipelines.

Anyone who did this correctly would also most assuredly make provisions for wireless vantage points for cell sites to be colocated with their field stations along their row's, as well. National is extremely agressive. Regional would be more doable and far more likely to take place first. WINfirst comes to mind in most respects that are mentioned above.

BTW, MFNX is not a one-pony act. Aside from their obvious merits I'd be watching their relationship with Verizon going forward. As you know, Verizon already has a substantial investment in MFN, both financially and operatinally, both domestically and internationally. FAC

Share Recommend | Keep | Reply | Mark as Last Read
Previous 10 | Next 10 

Copyright © 1995-2013 Knight Sac Media. All rights reserved.