I thought this board needed a little thought provoking conversation so here is a pertinent repost from the Gilder board.
To: CF Rebel who wrote (1853)
From: George Gilder
Friday, Jul 23 1999 9:30PM ET
Respond to Post # 1854 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. |
