Amati Communications (AMTX)- Strong Buy 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 : Amati Communications (AMTX)- Strong Buy

AMTX 2.130

-0.5%

Oct 31 9:30 AM EDT

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tera Bit who wrote (105)	8/29/1996 10:57:00 PM
From: Ray Jensen	of 132

Daniel - Your list looks a lot like my list, exept I hold some FORE because I like their ATM gear. Regarding ADSL, I am optimistic about its near term potential especially for data com / internet access. ADSL was conceived from its older cousin HDSL in the late 80s. HDSL has worked pretty well in most T1 business applications - most businesses are closer to telco central offices and usually have a larger quantity of recent vintage of copper wires serving them. ADSL may be a lot tougher to extend to many homes that are beyond the reach of the technology - probably about two miles max. Also, the copper distribution wires serving some residential areas are in a lot of cases barely adequate for POTS. People trying to use 28.8 modems that live too far from a central office are out of luck. Many telcos have been holding back for years on replacing large quantities of old copper wires with new copper wires, hoping that the broadband network of the future will arrive and save the day. Unfortunately, it may be ten or more years before the saving grace shows up in front of most people's homes. What's a local telco to do in the meantime? Everyday, more and more modem users like us are starting to screw up the 80 year old telecom traffic model that the existing voice grade switching network is built from. I strongly recommend an article in this weeks edition of Telephony magazine on how just 8 percent of the telephone customers who are active modem users are causing major telecom traffic headaches. Whats one way to deal with this? Get the datacom users away from tying up the telephone switched access lines so much. How can telcos do that? Get home datacom users onto a separate data pipe into a local central office - and do it pronto. Does ISDN do this? Not exactly, because ISDN traffic gets dumped into the same digital switches that are used for POTS telephone traffic. The digital switch can't tell the difference between a digitally encoded telephone message and a bitstream headed for our favorite ISP. The only quick fix might be to get more of these data com users onto something like ADSL so that traffic can be picked off before the telephone switch and sent directly into a powerful router. The other good thing about ADSL is that the regular POTS telephone service works on the same pair of copper wires. Most telcos are running out of spare copper pairs in residential areas due to people putting in second lines for modems and faxes. They are using digital muxes like crazy to get two voice grade lines on one pair of copper wires (e.g., PAIRGAIN). So, I think there is a strong incentive for telcos to get ADSL moving - more of an incentive than most people realize. - RJ

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next