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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 148.32-3.3%Nov 14 3:59 PM EST
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To: Ian@SI who wrote (4309)1/6/1998 12:02:00 PM
From: geoffrey Wren  Read Replies (1) of 10921
 
Ian: Do $3,000 machines really surf faster than $1,000 machines? It seems to me that the major impediment to surfing is the inherent low speed of the net through the provider, and/or possibly the limit of the copper wire into the house to carry the full 28k or whatever. I have never seen my USR 28k modem register faster than 14 k or so (and very seldom above 5k), at home or office. And speed for sites like Silicon Investor is not very important. For downloading programs it is, and viewing pictures or video it is.

Just to register a somewhat different view of things. However, I would tend to agree with you in a big way when cable modems come on line. Then there will be massive upgrading. My concern is whether initially the underlying net will be able to push bytes as fast as people will want to draw them with their new cable modems. It may lead to more fee internet sites. I caught flack for saying this before, but as the VCR machine got its start from pornography (those crappy first machines were $1,000), I think that many of the first URL's that can push streaming video on cable modems will be adult content. But that will just be the tip of the new surfing opportunities with the cable modem. Just mo.

Geoff Wren
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