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Technology Stocks : 3Com Corporation (COMS)
COMS 0.00130-18.8%Nov 7 11:47 AM EST

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To: Scrapps who wrote (23699)11/1/1998 12:20:00 AM
From: joe  Read Replies (3) of 45548
 
Scrapps,

>> Btw, can you tell I just had a cup of coffee? <gg><<

I thought maybe you had just got new xDSL connection<G>
(being that I think you can't post much because
your usual connection is sort of slow for
posting. Never seen such a long post from you:-).

WOW!. Thanks for the great explanation.

I need some time to digest this.

Couple of questions or thoughts:

1) I guess Cable companies don't need to go through a CO,
correct?

2) In a way, it seems that the local Bells have had
the capability to start implementing xDSL for a good while
now. But they chose to start after AT&T went full
steam ahead with Cable Modems. I use to think that AT&T
didn't want to go the Cable route to get local connectins
because they thought it very costly and possibly unstable(?).
I wonder if COMS had a big part in convincing AT&T to buy
TCI? If so, this would demonstrate the leverage COMS has
in future Cable Modem development...another words, more
evidence that COMS is a goldmine.

3) >>Because of #1, a phone connection is required for uploading or two way communications. This also makes it a dial up rather than an always on connection.<<

COMS Cable Modem is 2-ways. Being that it's an end-to-end
system (nobody else has this), and it's also DOCSIS compliant,
this may be speeding up the RBOCs to implement xDSL. I'll
bet AT&T/TCI/3COM have had this planned for a long time, being
that it's such a big move.

4) >>2) Cable bandwidth must be shared...more users means less bandwidth to each user<<

I wonder if TCI has a solution to this? In the future, if
Cable Modems gets big, there will be huge traffic. AT&T didn't
just spend $20-30billion(?) on TCI to run into a bottleneck.
Hopefully, the solution is some nice piece of hardware provided
by COMS.:-)

5) >>however, by the time either one can be called the winner we'll be moving to wireless connections.<<

I think you're serious.<g> I guess wireless will at some point
be able to have the equivalent bandwidth. How long you speculate
it might be....>5 years from now?

6) If you have time, what's the "splitter problem"? (I forgot
what that was)

6) I don't quite get how the FCC/tariff ruling plays into
the story. I guess it just reduces costs for both
xDSL ISPs and RBOCs to implement xDSL? I need to ponder this
a bit. How does this ruling prevent the Telco's from
continued stonewalling?

Thanks for your help,
joe
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