Amati vs Westell, DMT vs CAP ADSL Message Board

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Technology Stocks : Amati vs Westell, DMT vs CAP ADSL

WSTL 5.550

-2.6%

Nov 18 3:55 PM EST

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To: JW@KSC who wrote (409)	6/20/1996 8:56:00 PM
From: John Gomersall	of 1365

TO ALL: Fahnestocks ADSL research report I just received Fahnestocks & co. research report on ADSL and they really put down the technology. Some claims they make are the following: - The necessary software support systems, high-speed routing networks, as well as installation and maintenance facilities all do not exist for ADSL and will take much time to develop. - ADSL will not be deployed on a large scale because it does nothing to help the BELL migrate its network towards the end goal ---an all-fiber solution - ADSL is more expensive than ISDN and is slower than cable modems. as such, we believe ADSL is sandwiched between other more attractive alternatives. - While the technology continues to enjoy success in the lab and in limited field trials, ADSL has never been tested on a large scale in the outside plant. We believe damaged cables, improper terminations, and the presense of loading coils will all serve as significant barriers to large-scale deployment. I don't agree with most of their comments and would be interested in other peoples take on this. Fahnestock usually takes the conservative approach to new technologies. thanks

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