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Technology Stocks : ZOOM : is the Best / Most Underpriced Stock on Nasdaq
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To: David Lawrence who wrote (2265)10/4/1998 8:32:00 PM
From: Leo Mitkievicz   of 2493
 
HEY DAVID~!!!!!

Have you got a reset button you can push -
ya know BACK and then START over?

WHOA! comes first.

One at a time I have 'em this way and little use for diplomacy under the circumstances and i'm not gonna provide URL's for things that have long been firmly fixed in the bottom center part of my hard earned understandings.

1) Cable is shared bandwidth So? There is little apparent degradation of the service with up to 500 users on a node. It might be there, but you would barely notice. Up to 1000 users is generally deemed acceptable, that is you won't notice real often. Adding a node is a relatively simple matter if one becomes overloaded. And FWIW telco's are often shared bandwidth as well, within the network.

2) Cable is unidirectional NO. Any serious cable system is bi-directional hybrid fiber coax these days. That's bi as in two way.
Telco return is a serious loser.

3) far more copper in place than cable YES - you got one right, but the key is that cable serves residences almost exclusively and "copper" serves everybody.

4) Cable companies are technically incompetent. The telcos, on the other hand, know how to aggregate and distribute data.

This may take more explaining than I am prepared to do in this context. I would not categorize the cable cos as incompetent. There simply has not been any serious incentive to build the same level of reliability into their systems. Remember the background of these companies: CATV. Modest charges for bringing in distant reception and delivering a signal to the home. Time-serving bean-counting management. Times have changed more than a little <ggg.> It's a growth industry now with ventures into data and even ambitions of widespread voice service. The pipe is that big. Meanwhile your telcos wish they knew how to aggregate and distribute data especially in the local loop. Their expertise at the local level is largely in analogue voice. The edges of the copper plant are a jury rigged mess and hardly qualified for use as part of a modern data network.

In my opinion the cable cos will win wherever they choose to compete. This should be largely in service to residential areas. The telcos will probably win with business and possibly where they have deployed fiber to the curb with VDSL or better yet FTTH. Biggest pipe takes the prize in the long run. ADSL as we've seen it is a dead end in well before the long run.

So how can ZOOM fit in?

I think i'll hang in there until their directions become more apparent. One slip and i'm gone.

Regards,

Leo



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