Good post papa
DISH I like that company a lot. I live just south of Denver and most of these communications companies have a shop or two here. RTHM is just a stones throw from my house.
DSL As I see it the demand for DSL just isn't very high. I spend a good deal of time on the net, but most of the people I know don't. I have a DSL line. When I got it installed they told me I was the only person in my neighborhood who wanted it and one of their first customers. I had many problems at first and it took many hours on the phone and four or five trips out here by techs to finally get the thing hooked up reliably. The installation was free and they gave me the modem. Not a very profitable venture if you ask me. Northpoint, I think went belly up because the costs were high and the demand was low and the plan was bad. Check out RCNC better run, better plan still going.
Wireless. All this hype about wireless in the last few years sent companies like Iradium down the tubes. The bottom line here is that VOD has too many customers who use their wireless phones simply for emergencies. The rest of the time the phone sits in a drawer or a glove compartment. Last year in Europe they auctioned off a huge spectrum at an enormous price and now there is talk about the governments giving the money back to help the companies who are now deeply in debt. And along with this expence problem is security problem about parts of the spectrum used by the military. Not that I understand all this but it seems the rollout of the so called 3G network in Europe last year was brought to a standstill over this military issue.
Broadband. As you suggest the problem here is still the last mile. I believe that problem will slowly get solved and that in the mean time we will use various services from different companies. I am following that story trying to figure out how it will be played out. I just find it interesting.
The FED. I don't pretend that I understand how these people work but I would say this if the economy turns around here in the next few qtrs then I think they have done an amazing job. All this doom and gloom, when I graduated from college the unemployment rate was around 15% (1974)so 4.5% looks pretty good to me. In June of 0f 99 at the time of the first rate cut the dow was around 11000, the dow is now at 10951. Just because I'mgonnagetrichfast.com went out of business really doesn't matter to me.
F2 if you get me a teeshirt I'll wear the logo too.
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