Norman: The addendum to your post
The latest company on the scene with splitterless technology, NetSpeed Inc., last week announced new, low-cost DSL hardware. NetSpeed's SpeedRunner PCI network adapter, due to ship in March, uses the Austin, Texas, company's EZ-DSL technology, which offers speeds of up to 7.1M bps downstream and 952K bps upstream. The most appealing feature of the NetSpeed adapter is its price: $199. "It sounds pretty darn reasonable to me," said Bo Kersey, a consultant at Austin Ventures, in Austin, which is using NetSpeed ADSL equipment. "It's very fast--a direct pipe to the Internet."
[1] Does anybody know about whose DSL technology Netspeed is licensing? they seem to be hardware guys.
[2] As more hardware vendors come to the market, competative pricing will bringDSL to the mass markets.
[3] Plans from RBOC like Americatech for $60 unlimited net access with splitterless DSL lite will make 98 a year of ADSL.
[4] <"That's a really big deal for [telecommunications providers, with splitterless DSL], they don't have to roll a truck out>
This may be the time to backup our truck to load on AWRE.
[5] Norman, playing companies like AWRE is always difficult because of their small size, emerging technolgy and dependence on larger players. I found a 50-50 trading/long hold strategy during initial period followed by 30/70 as implementation materializes. Good luck.
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