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Technology Stocks : Novell (NOVL) dirt cheap, good buy?

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To: David A. Lethe who wrote (15296)8/6/1997 9:14:00 PM
From: Jack Whitley   of 42771
 
<<I used to do a lot of work with the TELCOs, and there is some amazing technology coming out in '98/99 which will tie voice, data, fax, network services, videoconferencing, television, over standard twisted copper dialup lines, and the "telephone" will be able to automatically determine what type of service it is, and route it to the appropriate device. All of it works today, and the telephone companies are buying hardware like crazy to build the infrastructure before they can make these services available to the public. If NOVL could get involved here, then they have a future. If not, then, well... you know the rest.>>

David,
Are you talking about xDSL-type services ? If so, I don't see these being viable in 98/99. You probably already know this, but there are an average of 19 splices in the "1st mile" of copper cable headed out from the home. Our local telco will only guarantee 9600 k on this wire now. xDSL will not change this. Everyone I talk to says there are still HUGE attenuation hurdles to clear. I haven't seen one spliced copper wire being replaced yet.

ISDN, too expensive (unless you live next door to the CO), too hard to configure.

Are you talking about RACEs personal mux, "Be There", or some variant ?

jww
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