ADTRAN !?! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : ADTRAN !?!

ADTN 9.555

-3.5%

Jan 23 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: R. D. J. who wrote (407)	7/6/1997 7:53:00 PM
From: Michael H. Dragon	of 766

R.D.J.,The important thing to remember when considering an investment in Adtran in my opinion is when and if an ANSI standard gets adopted. Pairgain Technology got a whopping 70% market share in the HDSL arena alot of that due to their early entrance and the fact that it remains a proprietary technology, which basically means that a customer has to buy equipment from the same vendor that the carrier he uses bought from.Adtran's equipment won't work with Pairgain's..etc.Adtran appears to have the edge in my opinion for HDSL2 Technology which undoubtebly will replace HDSL as the xDSL technology of choice.However,last week Pairgain, ADC Telecom, and Level One jointly submitted an HDSL2 standard proposalto ANSI when and if adopted I beleive will be a negative for Adtran in the long run.This whole xDSL arena is becoming tougher and tougher to get a read on in which direction to take when making an investment in it.If standards are adopted price wars that we see now will appear trivial to what they may become.Somewhere down the line I'm sure we'll see some consolidation with the larger players buying out the smaller ones. Good Luck in your decision, Mike

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next