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Technology Stocks : Ascend Communications (ASND)

ASND 204.41

-1.0%

Nov 14 9:30 AM EST

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To: Gary Korn who wrote (37702)	3/5/1998 2:02:00 AM
From: Sowbug	Read Replies (1) of 61433

Beyond what we already have (and cannot download fast enough), killer apps (video on demand, videoconferencing) are just begging to be deployed. They are extremely doable with existing processing power and they work great within a LAN. But go to the WAN, and forget it (at least on a cost efficient basis). Even though the processing power exists, the bandwidth link between remote sites is absent. And it is the absence of a sufficient link that is becoming more obvious every day. Gary, please come over to the ATHM thread and contribute. I'm worried that xDSL connections will take over and eliminate cable modems, and I'm trying to identify new capabilities that cable modems give you that xDSL doesn't. Nobody's very helpful on that thread. What I'm looking for is to fill in the blank: "Mom, I think you should go for a cable modem instead of ADSL because otherwise you won't be able to ________." If the blank is something that won't appear for five years anyway, then an investment in ATHM is dead money, but if it's technology we have now that's just waiting to be deployed, then I think cable (& thus ATHM) will succeed.

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