all - something smells, but I know not what. However, Vlad, I agree with you, it is difficult to compare apple with orange. Incidentally, KMAG [part of the RDRT orange group] just announced another bad Q. Boy, I finally bite the bullet and took heavy loss on APM [yet another bad orange.] a couple of weeks ago. Maybe I was still lucky.
Regarding ADSL and HDSL, I don't think they can be compared either. While both are the last mile technologies, if memory serves, the former has a greater dependency to the proximity of CO. I saw the FON's Big Bang PR, while CSCO is a beneficiary, not sure why it will hurt PAIR, as alluded to in this thread [not from you, Vlad, per se.] Can someone elaborate? TIA
best [under the circumstance,] Bosco |
