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Technology Stocks : Aware, Inc. - Hot or cold IPO?
AWRE 2.115+0.2%Nov 21 9:30 AM EST
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To: Johnathan C. Doe who wrote (2429)1/21/1998 9:59:00 PM
From: Joseph Colombo  Read Replies (2) of 9236
 
Johnathan,

I know you didn't ask me this question, but I may have a small bit of knowledge on the subject.

I have been in the telephone business since 1968, and have owned a small telephone company since 1972.
My experence in data connections goes back to before the 300 baud modem. The concept of a real high speed data connection for the average person is 'WAY PAST DUE'.

Regarding your question about xDSL, the main reason that there are so many flavors of DSL is that the reliability of DSL is based on distance from the local telco central office to the subscriber.

The g.lite version is slower than most (or all) of the other types of DSL's, but has one of the longest operating distances from the central office.
I don't think that the average person trying to access the Internet cares if they connect to the Internet at 30 times the current 28.8 access speed, or at 130 times the speed.
The real world difference is the blink of an eye.

The two main points of view:
INTC, MSFT, CPQ, LU, want the most consumers to connect at the highest speed for the lowest cost.

The consummer:
wants to connect to the Internet for a reasonable cost at the highest reliable speed. I stress Reliability.

The point is get DSL working at 1.5 and get it done in 1998 - 1999, or try for 8.0 meg+ and wait for the year 2000+ with no guarantee of anything will happen. Just like ISDN.

Boy, is Aware in the right place at the right time or what!!

Thanks,
Joe
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