Amati vs Westell, DMT vs CAP ADSL Message Board

STOCKTALK

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 : Amati vs Westell, DMT vs CAP ADSL

WSTL 6.100

+0.5%

Jan 7 3:06 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Techie who wrote (483)	7/8/1996 9:25:00 PM
From: Rupert Baines	of 1365

re RBOC ADSL rollout rates Those numbers have been widely quoted in connection with the Amertich RFP. Many analysts are talking higher numbers, but some of them seem to have little grounding in reality. The last TELECHOICE newsletter had a Delphi poll from about 20 'experts' - the suppliers where between 2X and 10X more ambitious than their customers (the RBOCs). The RBOCs probably are too conservative, but don't underestimate what still needs to be done (management software, market testing/price testing, technician training, backbone capacity etc). Not to mention the (slow) take-up rate for any new service. I'd love to be proved wrong, and I have a lot of faith in ADSL, but, despite the hopes of anxious fathers, gestation times last a long while... Rupert

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next