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Technology Stocks : NorthPoint Communications Holdings, Inc. (NPNT)
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To: Brasco One who wrote (285)11/13/1999 10:50:00 PM
From: ahhaha  Read Replies (3) of 786
 
Cable modem rent is $10. Service is $30. That equals $40. You can purchase your own modem and forego the modem rent, but right now it is better to rent for awhile.

DSL suffers from an a priori speed constraint. The constraint is distance to the CO. If you're 4 miles away, you may find that sharing with no speed guarantees is far better. Beyond 5 miles forget it. With DSL speed is proportional to distance to CO approximately, but signal quality also diminishes depending upon other factors lie line route so that speed may have to be geared down to a greater extent than what is implied by the distance constraint. At 4 miles you'll be lucky to get a stable 350kbps.

Cable owns the home market and DSL owns the business market. In 5 years technological developments in cable will enable it to completely displace DSL in the business market. DSL is at its technological limit, so the action will go where ubiquitous 10 mbps per is realizable and that is in cable.

Right now and during the coming years the two are complementary. Neither can manage the demand alone. They help each other by siphoning off excess and unruly demand. Indeed, they both also need wireless. It absolutely silly to make either this or that arguments. DSL is coming on strong and its strengths address the substantial business need. Cable can't be deployed easily to MTUs and other awkward pull locales where no infrastructure already exists as is the case in the CATV provisioned home market. So instead of squaring off with cable take ATHM's lead and buy a pile of NPNT.
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