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Non-Tech : Amati investors
AMTX 1.430-2.1%3:05 PM EST

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To: JW@KSC who wrote (27821)10/25/1997 8:15:00 PM
From: srvhap  Read Replies (1) of 31386
 
Re: [Cable vs DSL]

" Do you really believe the following? As you left no comments in
your post.."

As I stated in an earlier post that post techstocks.com
"I feel that cable may in fact continue to garner increasing market share...." I think we should be looking more and more at content. After all, speed is great but you and I both know that there is a certain architecture that will be required to deliver high bandwidth service along with a compelling need to utilize that architecture.. I sent a couple of notes off to Brad at SI about there architecture and I received the following:

"..........There aren't any telecommunications between us and GlobalCenter. We're co-located with GlobalCenter, which means we are actually part of their network.... physically we ARE GlobalCenter. The fiber comes straight into this building (which GlobalCenter leases to us), and we have an ethernet connection straight into the same router that some of the DS3s come into.

More specifically, we're at Internet Systems (a division of GlobalCenter that hosts large-scale websites) in Mountain View and there is at least one OC3 connection (155mb...equivalent to three T3s) over to GlobalCenter headquarters in Sunnyvale. Many of the DS3s come directly to this building. Total aggregate bandwidth for GlobalCenter/ISI is about 500 megabits per second!"

Note in addition to SI the Global Center also hosts Yahoo, Playboy, and part of Netscape.

This means that if only 100 of us where using the full potential of ADSL (lets say it's 5mbs for simplicity) simultaneously, against the GloabalCenter (which includes SI as well as Yahoo, Playboy, and part of Netscape - as state above) we could saturate their site.

Of course due to the current nature of the Silicon Investor site not much bandwidth is required - more think time than bandwidth
the Playboy site may be a different matter :-) sorry....

In my mind the infrastructure is just one side of the equation. To warrant wide spread acceptance of ADSL we need content. Before most users will pay the additional cash for extra bandwidth there is going to have to be some compelling content (as Pat so eloquently put it in her "I Want It All" post). I tend to believe that the cable/entertainment industry knows a lot more about putting up compelling content than the RBOCs. My feelings are that the cable industry with the backing of the likes of Big Bill, Ted Turner, Intel, @home and maybe others like AOL will begin to provide content and an architecture that will make the cable industry a player in the development of high bandwidth access to the home
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