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Technology Stocks : Time Warner - TWX

TWX 98.77

0.0%

Jun 15 5:00 PM EST

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To: The Prophet who wrote (3)	11/11/1997 9:58:00 AM
From: IKM	Read Replies (1) of 11

It's already being introduced in places, but at higher cost and lower speed than HFC networks. Questionable in my mind whether the technology will ever catch up in terms of cost/speed. There will be a market where cable companies have not upgraded, but even then, a Terayon modem solution may still allow a better solution over "dirty" coax than xDSL. Otherwise, with open standards for cable modems, and the projected growth over the next couple years, it'll be a tough competitive situation for xDSL. BTW, Argus has TWX on their recommended list.

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