Gilder>
To: CF Rebel (1853 )
From: George Gilder
Friday, Jul 23 1999 9:30PM ET
Reply # of 1854
Yes, it's all over for Terayon, Cisco, Tellabs, AT&T, all the DSL barons, and most of
the telecom establishment when a meteor hits the earth, worldwide nuclear conflagration
breaks out, Birnham Wood comes to Dunsinane, or fiber comes to the
home--whichever happens first. I don't know about this Birnham guy, but hopefully,
fiber to the home will be spreading incrementally on the bleeding edge for the next ten
years. And yes, retarded legacy systems will not readily accommodate Terayon, but
they will accommodate Terayon better than they can accommodate any of the other
non-CDMA modems, which are much more sensitive to the flaws and noise in the
existing plant. Meanwhile, Terayon will dominate all the new buys in the cable modem
market around the globe. |
