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Technology Stocks : Amati vs Westell, DMT vs CAP ADSL
WSTL 5.570-13.2%3:51 PM EST
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To: j rector who wrote (510)7/9/1996 6:53:00 PM
From: Rupert Baines   of 1365
 
re: Ussage, rollout

Sure modems are limitted to text.
and DSL is faster.
Thats why we want it !

But the limit isn't "do we want it" but "how fast can we get it"

And I still think that there are enough issues that need to be solved,
and the backbone capacity that needs to be installed
(have you tried using the net at peak time ? I never even get 28K,
let alone 6Mbps. Until we upgrade the backbone-when?- ADSL will be
a Porshe in a 5Mph traffic jam. Potentially fast but...
Cable has the same worry!)

There are also the marketing issues. NOTHING, but NOTHING
succeeds overnight. Early adopters - OK, thats us.
Then who?
HOw will they find out about it? Who will sell it?
How fast can the RBOCs install ?

That is why I think it will take a few years.
Look at modems - it took ten years from the
first consumer modems & email (I installed email at work in 1990.
We disconnected cos no-one else had it!!!) to reach 18 million
sales.

Look at wireless. Everyone wants it. It still took years.

re I USE MY MODEM MORE THAN MY PHONE:

Copied from my other post. This is a new reason why ADSL might do well:

Instead of paying a flat rate for the occaisional, short voice call,
I tie up their expensive switch for hours at a time dialling my
(local) POP. Imagine what that does to an RBOCs planned capacity ?
Imagine what it does to their asset economics ?

That is a GREAT reason to rollout ADSL - instead of freeloaders
with voiceband, you free-up scarce switching capacity,
and shift the data to a new (fee paying!!) network.

Talk about win-win

LETS PLEASE CONTINUE THIS IN THE NEW THREAD
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