John, Mike & Tom's <b>Wild World of Stocks</b> Message Board

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Technology Stocks : John, Mike & Tom's Wild World of Stocks

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To: John Pitera who wrote (1711)	8/11/2000 12:11:01 PM
From: Jorj X Mckie	Read Replies (2) of 2850

John, Yup, DSL is hot, right up there with optical. I would also expect to see T get more aggressive with their internet/telephony access through cable as the more DSL gets deployed, the fewer cable modems that will be deployed. BRCM addresses both solutions and so is in a good position to win regardless of where the most strength might be. Japan wireless deployment will be an interesting case study. One of the problems that is foreseen with wireless is that the unlicensed ISM band (2.5 GHz) can get pretty crowded and the noise can make wireless communications in this band impractical. Bluetooth and 802.11a and many non standard products operate in the ISM bad. Frank Colucci has a thread that has discussed some of these issues.

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