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Technology Stocks : PairGain Technologies

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To: Jay Daley who wrote (4927)6/23/1997 7:59:00 AM
From: bill c.   of 36349
 
Jay: My general feeling is Pacific Bell will use this single pair solution initially. Granted P.B. did agree to use the ALA ADSL solution with an agreement through the JPC, but recent articles are pointing to a SDSL initial solution. I posted a link to an article not long ago....

exchange2000.com

Paula Reinman, director of product development, Pacific Bell Internet Services, San Francisco;.....

For that kind of a market, our goal is to come up with some kind of entry-level service that will be noticeably faster than ISDN but won't be priced out of the market. So what we're going to bring out is the 384 [Kbps]/384 [Kbps] symmetrical service, and I believe that we'll be able to bundle it with an ISP and have that available for under $200 a month. That will work well for Web hosting and it will support desktop video if they're doing that. Then we'll also bring out a package that's 1.5 [Mbps]/384 [Kbps] for the more-power users, the customers that feel they need faster access to the Internet. For remote LAN access, we'll come out with the same speed packages.....

What we see in California is that business customers absolutely want this service, and they wanted it yesterday. And we do have to get it out there. They're so interested in this, they're so excited about this, it's not a sales job at this point. It's more a job of making sure that we have the right packages and that we can set market expectations correctly so that people really understand what to expect. As others have said, there are needs for all speeds. We'll roll out a 1.5-Mbps product in September and we'll be able to make money on it. And there's a big market out there.


and

exchange2000.com

Flagg told Reuters the company is already testing home use HDSL products with regional Bell operating company U S West Inc. and two other regional Bell operating company that he declined to name.

My point is it seems Pacific Bell is interested in the slower xDSL speed at this time. This is the area Pairgain exceeds in today!!... until later.

PS. I think that 1.5M/384k is the ALA solution.
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