Jay.....
Thanks for your thoughts. I will have to study your approach in this post for I am very new at this.
By the way for ALL my good friends and comrades:
See February 23 Forbes Magazine, pg 122, and find article entitled "Stretching Copper Wire". Article about a private company by the name of COVAD who INTC helped with seed money. Their angle is a level higher than PAIR. Where the Telcos are selling T-1 at $1000 installation fee plus $600-1000 per month for 1.5 MM bits/sec they are going to compete by offering 1.0 MM bits/sec for $325 hookup plus $195/month against the telcos. They are registered to do business in 9 states already with launch in one city in California (don't remember which) and expect to be in business in 9+ cities this year. Intel is betting on them. Intel is tired of waiting. They mention the new consortium; but, angry for the telcos dragging their feet. Intel Pentium II, which I have in my new computer is capable of 30 mgb/sec and most of us can only get on at 56k, if that good! Actually, Prodigy is slow in my area in upgrading their servers. I can only get on at 28.8. We have small servers offering 56k X2 at $15/mo Unlimited. Prodigy has 9 sites in state of LA and only 2 have 56k and that's X2 while my old computer had X2; but, my new one has Flex.
Hope I remembered this info correctly. Pairgain, AMTX, and Diamond Lane Communications were mentioned in the article as having the lead in '95 when they first looked at getting in the equipment business. A picture of COVAD's server is shown in the article. Their headquarters are a couple of blocks away from Intel's and NO accident. Their CEO is ex-Intel manager. Hope they go public.
NOW, Telcos will get pressure from another direction to get with it on DSL.
PAIR needs some publicity like this article showing their market share, etc.
Thanks again for your thoughts Jay. Sorry, for long winded post.
ralph |
