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Technology Stocks : Hybrid Networks Inc (HYBR)
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To: advinfo who wrote (1076)8/8/2000 4:42:22 AM
From: Andrew Martin  Read Replies (1) of 1110
 
" Sprint now owns 22.24% of HYBR on a fully diluted basis."

Ominous imo. The broadband market has been in a quagmire for around a year now with numerous DSL and cable vendors slugging out regional market shares from one another. I don't see an end in sight. Without a dramatic advancement in throughput the broadband markets will eventually stagnate and consolidate.

Imo, the prospect of fiber optic networking promises to break DSL's and Cable's current hold on broadband communications. I just hope Sprint doesn't dump HYBR like T did earlier for some new start-up. I think that was more the product of rampant patent infringement within the industry than anything on HYBR's part. I'm still miffed at the courts' hands-off approach to many of the patent infringements. HYBR got sandbagged. At least the company fought and won on some core patents. I think they conceded the coax market years ago though.

Thanks to their fighting some of HYBR's key patents remain exclusive so I'm hoping the company will be able to leverage them to better effect in the coming fiber optic networking build-out. I'd like to see Sprint, T and other industry leaders (SUNW, CSCO) ambush the competition this time. The only indicator I see is a lot of networks are already upgrading to FO even though they don't have the equipment to maximize it's usage. SUNW and CSCO may have a lot of interoperability work to do with their FO-net equipment and the new IP CSCO is developing but it really doesn't matter until the wire is in place. It could be that Sprint, T etc. have chosen to slowly strangle-out many of their cable competitors while they install and build-up the capability of their FO networks. A lingering death is a cruel sight indeed. I suppose it would be a fitting end to many of the back-biters.

Well, the silver lining in all this competition appears to be that America will be getting fiber optic networking much sooner than it probably would have if it had been built under some national plan. I suspect 2005 will come and no one will give a D about having all-digital coax traffic. Coax will likely be outdated by then. Good riddance.

Maybe those patent judges weren't that bad after all.

Regards,

-Andrew.
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