Bob,having dumped many great companies over the years,I am not going to sell all my stock,but just cut back to a more normal level. I bought some at 13 bring my cost to 18,and if I dump half at most in the 23 range my cost would be down to about 14. I love this company,and found my first negatgive comment in the ANTEC thread. Someone who works in the Chicago area said I think Continental switched to Seicor from HLIT because thjey had water leakage problems and only one trunk outlet. Well Continental was never a big customer. Here is a blurb about cable and HFC.One Internet contender that has been called a "hot box" is the two-way
cable modem. Inherently a one-way delivery scheme, cable has been hotly
debated as a viable interactive service. Yet, major infrastructure
changes are being made by large service providers across the country,
and systems suppliers like 3Com and Cisco Systems have jumped on the
bandwagon, with chip-level support from Broadcom, Stanford Telecom,
Rockwell, Analog Devices and Hitachi, among others.
Hitachi, which makes software-based RISC processors and physical layer
devices to support all of the emerging digital transmission
technologies, envisions cable as the long-term favorite.
"Our opinion is, ultimately, the world will go cable. Because with cable you can bring down 30-40 megabits per second, where in today's market you get 54 or 128 kilobits per second," said Jim Shupenis, product manager for Hitachi's Internet access group.
Noting that telcos and cable operators are beginning to switch more and more to fiber networks, Mr. Shupenis described a convergence scenario in which, in the not-too-distant future, phone and cable nodes will be housed together in a Network Interface Unit termination device outside the home, and will run protocols to enable everyday home appliances to be controlled from a PC.
This has been my thought all the time,ADSL will work for commercial use over short distances,and will be more secure. I don't think ADSL will ultimately be the answer to bandwidth problems,it is a good answer to coporations and individuals who want to build their own networks. ISP's with T-1 will be gone soon,due to ADSL.
Tim |
