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Technology Stocks : AUTOHOME, Inc
ATHM 23.46-1.2%Dec 2 3:59 PM EST

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To: M. Frank Greiffenstein who wrote (21148)4/20/2000 11:51:00 AM
From: gpowell  Read Replies (3) of 29970
 
Every person I talk to, who hasn't actually looked at the numbers, thinks DSL will kick cables butt.

Residential DSL is a stop gap measure so that the RBOCs will not lose too much market share to the MSOs. The MSOs plan is to offer telephone, ITV, and data services on their HFC networks. All in one bill - sounds convenient to me.

Do you think twisted pair can support the same services? You can't really believe twisted pair will be competitive with HFC.

xDSL is also a dedicated platform, I always get the same speed day in and day out.

It's only dedicated to the CO, after that you're sharing bandwidth, just like cable. Well almost, with DSL every user connection terminates into a DSLAM at the central office, you should look up the foot print and power requirements of DSLAMs.

If everyone signed up for DSL the RBOCs would have to build bigger COs - or perhaps add a few more, in other words, split the neighborhood into smaller nodes. Starting to sound a little like cable architecture isn't it?

The RBOC's only hope is to lay fiber.
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