This is sad it looks like the DSL industry is finally overcoming the remaining technical glitches in the system, but unfortunately just when the mkt is feeling so beaten up, it has lost sight of the big picture.
Copper is everywhere, cable isn't. The last time I followed this area, ADSL up loaded much faster than cable, which makes ADSL better suited for the coming interactive products, and its place in an advanced interactive integrated network.
So with this latest advanced equipment, from WSTL and others, it seems that the industry has finally put in place the tools for seamless direct integration, to the higher end of bandwidth to come to the edge of the network, at this time.
So it seems that a type of seamless network can now exist. In my mind this gives ADSL viability, because it now becomes an integrated part of a whole broadband network.
So if you look at ADSL not as a stand alone system, but rather having its place as possibly the most accessible point of access to a world wide broadband network, you are getting how big the picture still is.
My hope is with the latest developments in equipment, ADSL and all its various evolutions will start to play catch up on the cable roll out.
WSTL's with its latest effort in new equipment, seems not to be standing still. The impression I have is they are continuing to push the envelope on lower end broadband, and the smooth integration of the systems that connect everything.
I also have the impression that WSTL's latest equipment was designed to meet all of a provider's latest concerns, right down to the ability to monitor the system, even when it is down, in order to locate the problem.
I realize I am fighting an up hill battle with my interest in this co, but I just can't believe the opportunity for ADSL or its various evolutions has past, when it looks like it is finally about to function as anticipated years ago.
I make no claims of technical expertise, I am just shooting from the hip, but trying not to loose sight of the big picture.
You could say this stock at this point is a poor man's broadband play. The ADSL industry still represents a significant building block in that picture. And any co. that can solve the roll out problems in this industry for the people that own copper lines around the world, is going to get alot of business. Thats just common sense. |
