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Technology Stocks : ZOOM : is the Best / Most Underpriced Stock on Nasdaq

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To: David Lawrence who wrote (2265)10/4/1998 6:39:00 PM
From: shane forbes   of 2493
 
David:

Thanks for your thoughts.

About the 53k limit here is one of the places where I saw it:
news.com
(Though this is just 53k to 56k and not the 64k that I mentioned,
I am fairly sure that I did see an article somewhere about that
but I just can't find it now - arrgh. Well at least they can get
rid of that silly asterisk - (in a few years so maybe moot though
because it is the World Wide Wait they may be convinced to move
faster). I have no idea about the technical details so I'll have to punt here and assume that the writer who said 64k was drunk and that you are right. Crud and I was hoping for a gift from above when the 33.6 people say ah! 55-60k - now there's a real non-asterisked improvement - let's upgrage!)

Here's another place where I saw the FCC limit thingie:
news.com
It's possible that the FCC may grant a waiver in the future that would allow speeds of 56K or higher in the U.S.

And yup I would say that eventually DSL should do better but never
underestimate the here and now! I think for the here and now cable
modems have a very significant lead - I want my MTV on a
cable modem through the net <NOT - ggg>. If cable modems continue
to be installed and DSL takes their own sweet time and cable modems
continue to be much cheaper than DSL with the appearance of much
greater speed initially it will be a tough hill for DSL to climb
and the longer it takes the steeper it will get.

But when they get their act together re: standards and (somehow) believe that DSL will not eat into their profitable T1 business etc and somehow bring the price down to appeal to the man on the street then they will do alright. But that is a lot of ifs for the next few quarters!

Having said that I agree with you that eventually DSL makes the
most sense. [But I'll be getting a cable modem first for a few quarters - then when they bring down DSL to a relatively inexpensive
level then maybe ADSL or whatever flavor is the flavor du jour.]

Shane (and the lack of QOS for cable companies is a good point - then
again thanfully Nynex is now a part of Bell Atlantic - there was
a phone company dressed up in the Cable Company's Emperor's Clothes...)
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