SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: MikeM54321 who wrote (4930)8/12/1999 3:06:00 PM
From: MikeM54321   of 12823
 
Re: Covad Facts (sym:COVD)

Thread,

Just read some interesting statistics about Covad's DSL rollout. A writer for Network World visited Covad and wrote up a little article. Here is what he said.

--Order rates local access links are doubling every quarter.
--Have DSLAMs in 440 COs today.
--Want to have DSLAMs in 1,000 COs by year end.
--Want to have 20,000 lines in 17 out of 22 targeted regions by year end.
--They serve San Francisco, Los Angles, and New York.
--In San Francisco there are 143 ILEC COs. They have DSLAMs in 80.

The author states to deploy DSL is much less expensive because they only have to drop a DSLAM rack in the CO. They only put electronics in the rack as demand dictates. But, on the other hand, if a MSO wants to deliver broadband services, they have to go all the way just to get a single user online. Huge expense upfront for MSOs because it's an all or nothing deal.

Covad's primary customers are the ISPs. But they do sell services direct to Cisco and Oracle by leasing access to their national ATM network. That national ATM links regionals, which connect to the DSLAMs. Since it has the ATM core, they are thinking about doing voice and are testing now.

The writer was pretty optimistic about COVD. But I guess in his optimism he neglected to mention the mammoth ILECs as competitors. Kind of weird.

MikeM(From Florida)

PS I also read in another article there are 170 million copper loops in the ground today! I guess it's not that many considering it took 100 years to install them.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News